StockScan > Holders > Sachem Head Capital Management

Sachem Head Capital Management's Portfolio and 13F Filing

Value: $2.13B
CIK: 0001582090
Phone: 212-714-3300
Address: 250 West 55th Street, New York, NY (10019)
Latest 13F Filing: 2020-10-01
# Stock Name Symbol Current Price # Shares Current Value Percent
1 Olin Corporation OLN $25.92 14,950,000 $387,504,000 18.19%
2 Eagle Materials Inc EXP $114.22 3,055,000 $348,942,100 16.38%
3 US Foods Holding Corp. USFD $34.73 4,500,000 $156,285,000 7.34%
4 Flex Ltd. - Ordinary Shares FLEX $19.55 7,200,000 $140,760,000 6.61%
5 Altice USA, Inc. Class A ATUS $36.13 3,800,000 $137,294,000 6.44%
6 LKQ Corporation LKQ $37.15 3,325,000 $123,523,750 5.80%
7 Synchrony Financial SYF $37.36 3,300,000 $123,288,000 5.79%
8 Salesforce.com Inc CRM $225.68 485,000 $109,454,800 5.14%
9 Uber Technologies, Inc. UBER $54.34 1,700,000 $92,378,000 4.34%
10 KBR, Inc. KBR $30.63 3,000,000 $91,890,000 4.31%
11 Darden Restaurants, Inc. DRI $121.98 660,000 $80,506,800 3.78%
12 Pacific Gas & Electric Co. PCG $11.72 6,700,000 $78,524,000 3.69%
13 Comcast Corporation CMCSA $48.68 1,500,000 $73,020,000 3.43%
14 2U, Inc. TWOU $43.97 1,390,775 $61,152,377 2.87%
15 Grand Canyon Education, Inc. LOPE $86.61 700,000 $60,627,000 2.85%
16 Restaurant Brands International QSR $60.07 690,000 $41,448,300 1.95%
17 Sysco Corporation SYY $75.19 315,000 $23,684,850 1.11%