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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	$52.82	14,950,000	14,950,000 0	$789,659,000	19.56%
2	Eagle Materials Inc	EXP	$253.93	N/A	3,055,000	$775,756,150	19.22%
3	Elanco Animal Health Incorporat	ELAN	$13.04	N/A	27,835,500	$362,974,920	8.99%
4	KBR, Inc.	KBR	$65.24	3,000,000	3,950,000 950,000	$257,698,000	6.38%
5	US Foods Holding Corp.	USFD	$50.42	4,500,000	5,000,000 500,000	$252,100,000	6.25%
6	Flex Ltd. - Ordinary Shares	FLEX	$28.70	7,200,000	8,600,000 1,400,000	$246,820,000	6.11%
7	Synchrony Financial	SYF	$44.66	3,300,000	4,535,000 1,235,000	$202,533,100	5.02%
8	Dupont De Nemours Inc	DD	$73.50	N/A	2,550,000	$187,425,000	4.64%
9	LKQ Corporation	LKQ	$42.92	3,325,000	3,200,000 -125,000	$137,344,000	3.40%
10	Salesforce.com Inc	CRM	$273.14	N/A	485,000	$132,472,900	3.28%
11	Uber Technologies, Inc.	UBER	$69.31	N/A	1,700,000	$117,827,000	2.92%
12	Pacific Gas & Electric Co.	PCG	$17.07	N/A	6,700,000	$114,369,000	2.83%
13	Grand Canyon Education, Inc.	LOPE	$129.91	700,000	800,000 100,000	$103,928,000	2.57%
14	Darden Restaurants, Inc.	DRI	$156.54	N/A	660,000	$103,316,400	2.56%
15	Facebook, Inc.	FB	$208.28	N/A	395,000	$82,270,600	2.04%
16	Comcast Corporation	CMCSA	$37.87	N/A	1,500,000	$56,805,000	1.41%
17	Restaurant Brands International	QSR	$73.07	N/A	690,000	$50,418,300	1.25%
18	Primo Water Corporation	PRMW	$18.85	N/A	1,725,000	$32,516,250	0.81%
19	Sysco Corporation	SYY	$77.07	N/A	315,000	$24,277,050	0.60%
20	Altice USA, Inc. Class A	ATUS	$1.95	3,800,000	3,000,000 -800,000	$5,850,000	0.14%

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