Sahana Capital Management LP holdings history

27 is the total number of securities Sahana Capital Management LP has owned. The longest Sahana Capital Management LP has owned a single stock is 15 quarters.

Sahana Capital Management LP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
WAB WABTEC ORD151517.48%26.30%31.95%Q1 2020Q3 202315
CHTR CHARTER COMMUNICATIONS...15156.02%17.23%32.40%Q1 2020Q3 202315
CMCSA COMCAST CL A ORD13133.08%20.14%31.36%Q1 2020Q1 202313
LBRDK LIBERTY BROADBAND SRS ...11112.79%6.69%12.81%Q1 2021Q3 202311
BATH & BODY WORKS INC10107.54%11.81%16.28%Q2 2021Q3 202310
BKNG BOOKING HOLDINGS ORD998.36%12.87%16.40%Q3 2021Q3 20239
MSFT MICROSOFT ORD773.64%8.77%14.50%Q1 2020Q3 20217
MMC MARSH & MCLENNAN ORD773.57%7.93%11.38%Q2 2020Q4 20217
FOXA FOX CL A ORD551.98%11.54%19.92%Q1 2020Q1 20215
ATVI ACTIVISION BLIZZARD ORD441.51%5.08%8.82%Q1 2021Q4 20214
FOX FOX CORPORATION ORD211.89%2.60%3.60%Q1 2020Q1 20213
SEAS SEAWORLD ENTMT INC211.31%2.37%3.67%Q2 2022Q2 20233
LBRDA LIBERTY BROADBAND SRS ...331.26%1.70%2.37%Q2 2020Q4 20203
MCD MCDONALDS ORD225.69%5.76%5.84%Q1 2021Q2 20212
AON CL A ORD223.85%4.54%5.24%Q2 2020Q3 20202
COMCAST CL A ORD223.20%4.26%5.32%Q3 2021Q4 20212
CSX CSX CORP1111.03%11.03%11.03%Q3 2023Q3 20231
LB L BRANDS ORD116.84%6.84%6.84%Q1 2021Q1 20211
WMG WARNER MUSIC GROUP CORP112.72%2.72%2.72%Q2 2023Q2 20231
SIX SIX FLAGS ENTERTAINMEN...112.47%2.47%2.47%Q4 2021Q4 20211
RTOKY RENTOKIL INITIAL ADS E...112.10%2.10%2.10%Q1 2023Q1 20231
BATH & BODY WORKS INC112.08%2.08%2.08%Q2 2023Q2 20231
TPX TEMPUR SEALY INTL INC111.81%1.81%1.81%Q3 2023Q3 20231
ATUS ALTICE USA CL A ORD111.76%1.76%1.76%Q2 2020Q2 20201
WAB Jan2 100.0 C111.55%1.55%1.55%Q4 2021Q4 20211
URBN URBAN OUTFITTERS ORD111.02%1.02%1.02%Q1 2020Q1 20201
FUBOTV INC110.40%0.40%0.40%Q4 2020Q4 20201

The securities at the top of the list , including WABTEC ORD, CHARTER COMMUNICATIONS INC N, and COMCAST CL A ORD, are the highest-conviction holdings of Sahana Capital Management LP.

The conviction is calculated by counting the number of quarters a security has been reported by Sahana Capital Management LP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Sahana Capital Management LP owns currently or has owned in the past.