Sahana Capital Management LP

**Sahana Capital Management LP** manages $645M across a concentrated portfolio of 10 positions. The fund exhibits significant conviction in its top holdings, led by WAB at $172.1M, followed by JEF ($110.3M) and CSX ($105.3M). These top three positions alone account for over 60% of the disclosed assets. Sahana maintains a diversified, yet focused, exposure across key sectors, with notable allocations to consumer staples and industrials.

📌 Top Holdings