3G Sahana Capital Management as of June 30, 2021
Portfolio Holdings for 3G Sahana Capital Management
3G Sahana Capital Management holds 9 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wabtec Corporation (WAB) | 30.8 | $260M | 3.2M | 82.30 | |
| Comcast Corporation (CMCSA) | 17.5 | $148M | 2.6M | 57.02 | |
| Marsh & McLennan Companies (MMC) | 10.5 | $89M | 630k | 140.68 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 9.7 | $82M | 113k | 721.45 | |
| Bath & Body Works In (BBWI) | 7.5 | $64M | 884k | 72.06 | |
| Microsoft Corporation (MSFT) | 7.0 | $59M | 218k | 270.90 | |
| Liberty Broadband Cl C (LBRDK) | 6.8 | $58M | 332k | 173.66 | |
| McDonald's Corporation (MCD) | 5.8 | $49M | 214k | 230.99 | |
| Activision Blizzard | 4.4 | $37M | 389k | 95.44 |
