Sahana Capital Management LP 13F Holdings

CIK 0001808275 · GREENWICH, CT

As of Jun 30, 2024, Sahana Capital Management LP reported 10 positions worth $644.6M in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPWABIndustrials1,088,931 72.1M26.70%
WILLIS TOWERS WATSON PLCWTWFinancial Services420,665 10.3M17.11%
CSX CORPCSXIndustrials3,148,320 05.3M16.34%
SIX FLAGS ENTMT CORP NEWSIXConsumer Cyclical2,088,001$69.2M10.73%
VALVOLINE INCVVVEnergy1,159,035$50.1M7.77%
CHARTER COMMUNICATIONS INCCHTRCommunication Services119,534$35.7M5.54%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical605,807$28.7M4.45%
BATH & BODY WORKS INCBBWIConsumer Cyclical733,119$28.6M4.44%
LIBERTY BROADBAND CORPLBRDKCommunication Services520,769$28.5M4.43%
STARBUCKS CORPSBUXConsumer Cyclical206,285 6.1M2.49%