StockScan > Holders > Sachem Head Capital Management

Sachem Head Capital Management's Portfolio and 13F Filing

Value: $3.52B
CIK: 0001582090
Phone: 212-714-3300
Address: 250 West 55th Street, New York, NY (10019)
Latest 13F Filing:
Sachem Head Capital Management's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

Current Value Percent
1 Olin Corporation OLN $62.38 14,950,000

14,950,000

up arrow 0

$932,581,000 26.48%
2 Eagle Materials Inc EXP $147.28 N/A 3,055,000 $449,940,400 12.78%
3 Elanco Animal Health Incorporat ELAN $13.79 N/A 27,835,500 $383,851,545 10.90%
4 Flex Ltd. - Ordinary Shares FLEX $24.49 7,200,000

8,600,000

up arrow 1,400,000

$210,614,000 5.98%
5 KBR, Inc. KBR $51.36 3,000,000

3,950,000

up arrow 950,000

$202,872,000 5.76%
6 US Foods Holding Corp. USFD $37.76 4,500,000

5,000,000

up arrow 500,000

$188,800,000 5.36%
7 Dupont De Nemours Inc DD $72.36 N/A 2,550,000 $184,518,000 5.24%
8 LKQ Corporation LKQ $56.39 3,325,000

3,200,000

up arrow -125,000

$180,448,000 5.12%
9 Synchrony Financial SYF $36.42 3,300,000

4,535,000

up arrow 1,235,000

$165,164,700 4.69%
10 Pacific Gas & Electric Co. PCG $15.66 N/A 6,700,000 $104,922,000 2.98%
11 Darden Restaurants, Inc. DRI $149.79 N/A 660,000 $98,861,400 2.81%
12 Grand Canyon Education, Inc. LOPE $115.65 700,000

800,000

up arrow 100,000

$92,520,000 2.63%
13 Salesforce.com Inc CRM $169.05 N/A 485,000 $81,989,250 2.33%
14 Comcast Corporation CMCSA $39.51 N/A 1,500,000 $59,265,000 1.68%
15 Uber Technologies, Inc. UBER $33.90 N/A 1,700,000 $57,630,000 1.64%
16 Restaurant Brands International QSR $68.04 N/A 690,000 $46,947,600 1.33%
17 Primo Water Corporation PRMW $15.58 N/A 1,725,000 $26,875,500 0.76%
18 Sysco Corporation SYY $76.91 N/A 315,000 $24,226,650 0.69%
19 2U, Inc. TWOU $10.66 N/A 1,390,775 $14,825,662 0.42%
20 Altice USA, Inc. Class A ATUS $4.84 3,800,000

3,000,000

up arrow -800,000

$14,520,000 0.41%