Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q2 2024 data
Sahana Capital Management LP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Sahana Capital Management LP

•CIK: 1808275•Filing: Q2 2024

**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.

Total AUM
$644.6M
QoQ Performance
-0.2%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q2 2024

Top Holdings Allocation

WAB
WTW
CSX
SIXEUR
VVV
CHTR
WAB26.7%
WTW17.1%
CSX16.3%
SIXEUR10.7%
VVV7.8%
CHTR5.5%
TPD4.4%
BBWI4.4%

📈 Biggest Buys

CSX
CSX CORP
+45.6%
16.3% of portfolio
TPD
TEMPUR SEALY INTL INC
NEW
4.4% of portfolio
SBUX
STARBUCKS CORP
NEW
2.5% of portfolio
VVV
VALVOLINE INC
+45.6%
7.8% of portfolio
SIXEUR
SIX FLAGS ENTMT CORP NEW
+13.3%
10.7% of portfolio

📉 Biggest Sells

CHTR
CHARTER COMMUNICATIONS INC N
-48.1%
5.5% of portfolio
WTW
WILLIS TOWERS WATSON PLC LTD
-22.0%
17.1% of portfolio
WAB
WABTEC
-11.1%
26.7% of portfolio
BBWI
BATH & BODY WORKS INC
-27.6%
4.4% of portfolio
LBRDK
LIBERTY BROADBAND CORP
-20.8%
4.4% of portfolio

Sector Breakdown

Other92.0%
Communication5.5%
Consumer2.5%

Changes from Q1 2024

NEW2 new positions
↑3 increased
↓5 decreased

Historical Filings

Q2 2024Q1 2024Q4 2023

📌 Top Holdings

WAB26.7%
WABTEC
$172.1M
WTW17.1%
WILLIS TOWERS WATSON PLC LTD
$110.3M
CSX16.3%
CSX CORP
$105.3M
SIXEUR10.7%
SIX FLAGS ENTMT CORP NEW
$69.2M
VVV7.8%
VALVOLINE INC
$50.1M

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