3 G Sahana Capital Management LP Portfolio Holdings by Sector
3 G Sahana Capital Management LP
- $645 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Railroads | Industrials
WAB CSX 2 stocks |
$277,416
43.04% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
WTW 1 stocks |
$110,273
17.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
SIX 1 stocks |
$69,196
10.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CHTR LBRDK 2 stocks |
$64,283
9.97% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VVV 1 stocks |
$50,070
7.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$28,678
4.45% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBWI 1 stocks |
$28,628
4.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$16,059
2.49% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|