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| Name: |
3G Sahana Capital Management LP |
| City: |
GREENWICH |
| State: |
CT |
| Zip: |
06830 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
WAB |
Westinghouse Air Brake Tech... |
1 |
- |
$163.38 |
$170,867,000 |
1,346,466 |
26.88% |
-2,379,000 |
-283,774 |
0.707 |
Auto Parts |
|
|
CHTR |
Charter Communications Inc |
2 |
- |
$254.61 |
$95,835,000 |
246,566 |
15.08% |
-58,505,000 |
-104,351 |
0.123 |
CATV Systems |
|
|
CSX |
CSX Corp |
3 |
- |
$33.99 |
$85,745,000 |
2,473,162 |
13.49% |
19,825,000 |
329,430 |
0.11 |
Railroads |
|
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WLTW |
Willis Towers Watson Public... |
4 |
New |
$250.95 |
$72,153,000 |
299,140 |
11.35% |
72,153,000 |
299,140 |
0.232 |
Insurance Brokers |
|
|
LBRDK |
Liberty Broadband Corporation |
5 |
- |
$49.25 |
$72,057,000 |
894,121 |
11.34% |
-4,543,000 |
55,314 |
0.598 |
N/A |
|
|
BBWI |
Bath & Body Works, Inc |
6 |
- |
$46.04 |
$54,186,000 |
1,255,465 |
8.53% |
-12,742,000 |
-724,647 |
0.474 |
Apparel Stores |
|
|
BKNG |
Booking Holdings Inc |
7 |
- |
$3,521.08 |
$51,534,000 |
14,528 |
8.11% |
1,540,000 |
-1,683 |
0.03 |
Internet Software & S... |
|
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TPX |
Tempur-Pedic International |
8 |
- |
$49.92 |
$24,316,000 |
477,062 |
3.83% |
13,505,000 |
227,621 |
0.233 |
Textile Manufacturing |
|
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SIX |
Six Flags Inc |
9 |
New |
$23.73 |
$8,868,000 |
353,569 |
1.4% |
8,868,000 |
353,569 |
0.414 |
Sporting and Park Ent... |
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