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Sachem Head Capital Management's Portfolio and 13F Filing

#	Stock Name	Symbol	Current Price	Previous Holdings (# Shares)	Current Holdings (# Shares)	Current Value	Percent
1	Olin Corporation	OLN	$53.17	14,950,000	14,950,000 0	$794,891,500	19.90%
2	Eagle Materials Inc	EXP	$242.38	N/A	3,055,000	$740,470,900	18.53%
3	Elanco Animal Health Incorporat	ELAN	$13.57	N/A	27,835,500	$377,727,735	9.45%
4	US Foods Holding Corp.	USFD	$49.95	4,500,000	5,000,000 500,000	$249,750,000	6.25%
5	KBR, Inc.	KBR	$62.13	3,000,000	3,950,000 950,000	$245,413,500	6.14%
6	Flex Ltd. - Ordinary Shares	FLEX	$27.63	7,200,000	8,600,000 1,400,000	$237,618,000	5.95%
7	Dupont De Nemours Inc	DD	$73.53	N/A	2,550,000	$187,501,500	4.69%
8	Synchrony Financial	SYF	$40.80	3,300,000	4,535,000 1,235,000	$185,028,000	4.63%
9	LKQ Corporation	LKQ	$48.58	3,325,000	3,200,000 -125,000	$155,456,000	3.89%
10	Salesforce.com Inc	CRM	$271.92	N/A	485,000	$131,881,200	3.30%
11	Uber Technologies, Inc.	UBER	$71.30	N/A	1,700,000	$121,210,000	3.03%
12	Pacific Gas & Electric Co.	PCG	$16.54	N/A	6,700,000	$110,818,000	2.77%
13	Grand Canyon Education, Inc.	LOPE	$131.08	700,000	800,000 100,000	$104,864,000	2.62%
14	Darden Restaurants, Inc.	DRI	$152.29	N/A	660,000	$100,511,400	2.52%
15	Facebook, Inc.	FB	$208.28	N/A	395,000	$82,270,600	2.06%
16	Comcast Corporation	CMCSA	$39.62	N/A	1,500,000	$59,430,000	1.49%
17	Restaurant Brands International	QSR	$71.36	N/A	690,000	$49,238,400	1.23%
18	Primo Water Corporation	PRMW	$18.12	N/A	1,725,000	$31,257,000	0.78%
19	Sysco Corporation	SYY	$75.64	N/A	315,000	$23,826,600	0.60%
20	Altice USA, Inc. Class A	ATUS	$1.91	3,800,000	3,000,000 -800,000	$5,730,000	0.14%

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