Sahana Capital Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Sahana Capital Management LP reported 10 stock positions worth $644.6 million. Its top holding was Wabtec (WAB) at 26.7% of the portfolio, followed by Willis Towers Watson (WTW, 17.1%) and CSX (CSX, 16.3%). Compared with Q1 2024, it opened 2 new positions, added to 3 and reduced 5. The biggest buy was a new position in Somnigroup International (SGI) and the biggest sale Willis Towers Watson (WTW, shares −22%).
- Most Recent 13F
- Q2 2024
- Location
- GREENWICH, CT
- CIK
- 0001808275
- Portfolio Value
- $644.6M (Q2 2024)
- SEC Filing
- 0001808275-24-000005 ↗ filed Aug 14, 2024
Holdings Value
Holdings 10 stocks · $644.6M
| WAB Wabtec Corp. | 26.70% | 1,088,931 | $172.1M | Reduce -11.1% |
| WTW Willis Towers Watson PLC | 17.11% | 420,665 | $110.3M | Reduce -22.0% |
| CSX CSX Corp. | 16.34% | 3,148,320 | $105.3M | Add +45.6% |
| SIX Six Flags Entertainment Corp. | 10.73% | 2,088,001 | $69.2M | Add +13.3% |
| VVV Valvoline Inc. | 7.77% | 1,159,035 | $50.1M | Add +45.6% |
| CHTR Charter Communications Inc. Class A | 5.54% | 119,534 | $35.7M | Reduce -48.1% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 4.45% | 605,807 | $28.7M | New |
| BBWI Bath & Body Works Inc. | 4.44% | 733,119 | $28.6M | Reduce -27.6% |
| LBRDK Liberty Broadband-C | 4.43% | 520,769 | $28.5M | Reduce -20.8% |
| SBUX Starbucks Corp. | 2.49% | 206,285 | $16.1M | New |