StockScan > Holders > Sachem Head Capital Management

Sachem Head Capital Management's Portfolio and 13F Filing

Value: $3.97B
CIK: 0001582090
Phone: 212-714-3300
Address: 250 West 55th Street, New York, NY (10019)
Latest 13F Filing:
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

Current Value Percent
1 Elanco Animal Health Incorporat ELAN $34.69 N/A 27,835,500 $965,613,495 24.33%
2 Olin Corporation OLN $44.35 14,950,000

14,950,000

up arrow 0

$663,032,500 16.71%
3 Eagle Materials Inc EXP $136.05 N/A 3,055,000 $415,632,750 10.47%
4 Synchrony Financial SYF $46.14 3,300,000

4,535,000

up arrow 1,235,000

$209,244,900 5.27%
5 Dupont De Nemours Inc DD $76.43 N/A 2,550,000 $194,896,500 4.91%
6 US Foods Holding Corp. USFD $36.51 4,500,000

5,000,000

up arrow 500,000

$182,550,000 4.60%
7 LKQ Corporation LKQ $46.82 3,325,000

3,200,000

up arrow -125,000

$149,824,000 3.78%
8 KBR, Inc. KBR $37.36 3,000,000

3,950,000

up arrow 950,000

$147,572,000 3.72%
9 Flex Ltd. - Ordinary Shares FLEX $16.82 7,200,000

8,600,000

up arrow 1,400,000

$144,652,000 3.64%
10 Facebook, Inc. FB $329.66 N/A 395,000 $130,215,700 3.28%
11 Salesforce.com Inc CRM $242.78 N/A 485,000 $117,748,300 2.97%
12 Altice USA, Inc. Class A ATUS $33.72 3,800,000

3,000,000

up arrow -800,000

$101,160,000 2.55%
13 Darden Restaurants, Inc. DRI $130.10 N/A 660,000 $85,866,000 2.16%
14 Comcast Corporation CMCSA $56.71 N/A 1,500,000 $85,065,000 2.14%
15 Uber Technologies, Inc. UBER $49.70 N/A 1,700,000 $84,490,000 2.13%
16 Grand Canyon Education, Inc. LOPE $87.08 700,000

800,000

up arrow 100,000

$69,664,000 1.76%
17 Pacific Gas & Electric Co. PCG $10.20 N/A 6,700,000 $68,340,000 1.72%
18 2U, Inc. TWOU $40.59 N/A 1,390,775 $56,451,557 1.42%
19 Restaurant Brands International QSR $66.19 N/A 690,000 $45,671,100 1.15%
20 Primo Water Corporation PRMW $16.01 N/A 1,725,000 $27,617,250 0.70%