3G Sahana Capital Management LP Q3 2021 13F Holdings

3G Sahana Capital Management LP Q3 2021 holdings
TickerName Value Shares↓ Weighting
WAB WABTEC ORDReduce  $255,997
-1.6%
2,969,462
-6.0%
29.27%
-4.8%
CMCSA COMCAST CL A ORDAdd  $147,345
-0.5%
2,634,451
1.4%
16.84%
-3.8%
MMC MARSH & MCLENNAN ORDReduce  $78,245
-11.7%
516,708
-18.0%
8.94%
-14.7%
ATVI ACTIVISION BLIZZARD ORDAdd  $77,133
108.0%
996,673
156.5%
8.82%
101.0%
BKNG BOOKING HOLDINGS ORDNew  $75,57731,8378.64%
BATH AND BODY WORKS ORDAdd  $73,521
15.4%
1,166,448
31.9%
8.40%
11.5%
LBRDK LIBERTY BROADBAND SRS ...Reduce  $54,420
-5.7%
315,114
-5.2%
6.22%
-8.8%
CHTR CHARTER COMMUNICATIONS...Reduce  $52,630
-35.7%
72,337
-36.2%
6.02%
-37.8%
MSFT MICROSOFT ORDReduce  $31,881
-46.0%
113,085
-48.1%
3.64%
-47.8%
COMCAST CL A... callNew  $27,965500,0003.20%
MCD MCDONALD'S ORDSold out  $0-213,637-5.84%
  • 3G Sahana Capital Management LP Q3 2021 Portfolio
  • Add to Watchlist Similar Filers BETA
  • Quarter
    Q3 2021
  • Total value
    $875 Million
  • Holdings
    10
  • Turnover
    33.3%
  • EDGAR