3G Sahana Capital Management as of Sept. 30, 2022
Portfolio Holdings for 3G Sahana Capital Management
3G Sahana Capital Management holds 7 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Wabtec Corporation (WAB) | 26.9 | $145M | 1.8M | 81.35 | |
Charter Communications Inc New Cl A cl a (CHTR) | 26.5 | $143M | 471k | 303.35 | |
Booking Holdings (BKNG) | 15.6 | $84M | 51k | 1643.21 | |
Comcast Corporation (CMCSA) | 14.4 | $77M | 2.6M | 29.33 | |
Bath & Body Works In (BBWI) | 11.7 | $63M | 1.9M | 32.60 | |
Liberty Broadband Cl C (LBRDK) | 2.8 | $15M | 203k | 73.80 | |
Seaworld Entertainment (PRKS) | 2.1 | $12M | 253k | 45.51 |