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.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WAB | WABTEC ORD | 15 | 15 | 17.48% | 26.30% | 31.95% | Q1 2020 | Q3 2023 | 15 |
CHTR | CHARTER COMMUNICATIONS... | 15 | 15 | 6.02% | 17.23% | 32.40% | Q1 2020 | Q3 2023 | 15 |
CMCSA | COMCAST CL A ORD | 13 | 13 | 3.08% | 20.14% | 31.36% | Q1 2020 | Q1 2023 | 13 |
LBRDK | LIBERTY BROADBAND SRS ... | 11 | 11 | 2.79% | 6.69% | 12.81% | Q1 2021 | Q3 2023 | 11 |
BATH & BODY WORKS INC | 10 | 10 | 7.54% | 11.81% | 16.28% | Q2 2021 | Q3 2023 | 10 | |
BKNG | BOOKING HOLDINGS ORD | 9 | 9 | 8.36% | 12.87% | 16.40% | Q3 2021 | Q3 2023 | 9 |
MSFT | MICROSOFT ORD | 7 | 7 | 3.64% | 8.77% | 14.50% | Q1 2020 | Q3 2021 | 7 |
MMC | MARSH & MCLENNAN ORD | 7 | 7 | 3.57% | 7.93% | 11.38% | Q2 2020 | Q4 2021 | 7 |
FOXA | FOX CL A ORD | 5 | 5 | 1.98% | 11.54% | 19.92% | Q1 2020 | Q1 2021 | 5 |
ATVI | ACTIVISION BLIZZARD ORD | 4 | 4 | 1.51% | 5.08% | 8.82% | Q1 2021 | Q4 2021 | 4 |
FOX | FOX CORPORATION ORD | 2 | 1 | 1.89% | 2.60% | 3.60% | Q1 2020 | Q1 2021 | 3 |
SEAS | SEAWORLD ENTMT INC | 2 | 1 | 1.31% | 2.37% | 3.67% | Q2 2022 | Q2 2023 | 3 |
LBRDA | LIBERTY BROADBAND SRS ... | 3 | 3 | 1.26% | 1.70% | 2.37% | Q2 2020 | Q4 2020 | 3 |
MCD | MCDONALDS ORD | 2 | 2 | 5.69% | 5.76% | 5.84% | Q1 2021 | Q2 2021 | 2 |
AON CL A ORD | 2 | 2 | 3.85% | 4.54% | 5.24% | Q2 2020 | Q3 2020 | 2 | |
COMCAST CL A ORD | 2 | 2 | 3.20% | 4.26% | 5.32% | Q3 2021 | Q4 2021 | 2 | |
CSX | CSX CORP | 1 | 1 | 11.03% | 11.03% | 11.03% | Q3 2023 | Q3 2023 | 1 |
LB | L BRANDS ORD | 1 | 1 | 6.84% | 6.84% | 6.84% | Q1 2021 | Q1 2021 | 1 |
WMG | WARNER MUSIC GROUP CORP | 1 | 1 | 2.72% | 2.72% | 2.72% | Q2 2023 | Q2 2023 | 1 |
SIX | SIX FLAGS ENTERTAINMEN... | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2021 | Q4 2021 | 1 |
RTOKY | RENTOKIL INITIAL ADS E... | 1 | 1 | 2.10% | 2.10% | 2.10% | Q1 2023 | Q1 2023 | 1 |
BATH & BODY WORKS INC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2023 | Q2 2023 | 1 | |
TPX | TEMPUR SEALY INTL INC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q3 2023 | Q3 2023 | 1 |
ATUS | ALTICE USA CL A ORD | 1 | 1 | 1.76% | 1.76% | 1.76% | Q2 2020 | Q2 2020 | 1 |
WAB Jan2 100.0 C | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2021 | Q4 2021 | 1 | |
URBN | URBAN OUTFITTERS ORD | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2020 | Q1 2020 | 1 |
FUBOTV INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 | |
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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.