StockScan > Holders > Sachem Head Capital Management

Sachem Head Capital Management's Portfolio and 13F Filing

Value: $3.85B
CIK: 0001582090
Phone: 212-714-3300
Address: 250 West 55th Street, New York, NY (10019)
Latest 13F Filing: 2026-08-14
Sachem Head Capital Management's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

 Current Value Percent
1 Talen Energy Corporation Common Stock TLN $382.14 N/A 1,370,000 $523,531,800 13.59%
2 Primo Brands Corporation PRMB $18.90 N/A 17,795,000 $336,325,500 8.73%
3 Performance Food Group Company PFGC $94.68 N/A 3,350,000 $317,178,000 8.24%
4 Sotera Health Company Common Stock SHC $18.21 N/A 15,560,000 $283,347,600 7.36%
5 Carvana Co. CVNA $60.39 N/A 4,475,000 $270,245,250 7.02%
6 GDS Holdings Limited ADS GDS $29.60 N/A 8,685,000 $257,076,000 6.68%
7 Celsius Holdings, Inc. Common Stock CELH $27.93 N/A 9,090,000 $253,883,700 6.59%
8 Dick's Sporting Goods, Inc. DKS $137.55 N/A 1,490,000 $204,949,500 5.32%
9 MKS Inc. Common Stock MKSI $247.56 N/A 812,700 $201,192,012 5.22%
10 Twilio Inc. TWLO $281.59 N/A 620,000 $174,585,800 4.53%
11 Golar LNG Ltd GLNG $48.00 N/A 3,620,000 $173,760,000 4.51%
12 Bruker Corporation BRKR $56.19 N/A 2,915,000 $163,793,850 4.25%
13 Gildan Activewear Inc. GIL $41.80 N/A 3,640,000 $152,152,000 3.95%
14 STMicroelectronics N.V. STM $49.57 N/A 2,200,000 $109,054,000 2.83%
15 Invesco S&P 500 Equal Weight ETF RSP $213.30 N/A 265,000 $56,524,500 1.47%
16 Six Flags Entertainment Corporation FUN $10.20 N/A 5,030,000 $51,306,000 1.33%
17 Riot Platforms, Inc. Common Stock RIOT $16.67 N/A 2,865,000 $47,759,550 1.24%
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