13F Filings for Sachem Head Capital Management LP (CIK: 1582090)
View the most recent portfolio holdings disclosed by Sachem Head Capital Management LP in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| TLN - TALEN ENERGY CORP(Class: COM) | 1.74M | $346.43M | - | Increased | 825K (90.0%, $163.09M) |
| TWLO - TWILIO INC(Class: CL A) | 3.29M | $322.61M | - | Unchanged | |
| CVS - CVS HEALTH CORP(Class: COM) | 3.13M | $212.06M | - | Increased | 2.50M (400.0%, $184M) |
| USFD - US FOODS HLDG CORP(Class: COM) | 3.17M | $207.84M | - | Decreased | 445K (12.0%, $36.37M) |
| COHR - COHERENT CORP(Class: COM) | 2.77M | $180.21M | - | Increased | 1.64M (145.0%, $73.02M) |
| ZI - ZOOMINFO TECHNOLOGIES INC(Class: COMMON STOCK) | 16.80M | $168.05M | - | Increased | 8.47M (101.0%, $80.45M) |
| NCNO - NCINO INC(Class: COM) | 4.93M | $135.43M | - | New | 4.93M ($135.43M) |
| STX - SEAGATE TECHNOLOGY HLDNGS PL(Class: ORD SHS) | 1.49M | $126.58M | - | New | 1.49M ($126.58M) |
| NXT - NEXTRACKER INC(Class: CLASS A COM) | 2.98M | $125.47M | - | Unchanged | |
| WBD - WARNER BROS DISCOVERY INC(Class: COM SER A) | 11.33M | $121.57M | - | Increased | 5.20M (84.0%, $56.72M) |
| SYF - SYNCHRONY FINANCIAL(Class: COM) | 2.20M | $116.34M | - | Unchanged | |
| ACHC - ACADIA HEALTHCARE COMPANY IN(Class: COM) | 3.63M | $110.21M | - | Increased | 2.31M (173.0%, $57.48M) |
| GDS - GDS HLDGS LTD(Class: SPONSORED ADS) | 4.21M | $106.77M | - | N/A | - |
| SHC - SOTERA HEALTH CO(Class: COM) | 7.91M | $92.23M | - | Unchanged | |
| WDC - WESTERN DIGITAL CORP(Class: COM) | 1.84M | $74.59M | - | Decreased | 1.12M (37.0%, $102.38M) |
| CXM - SPRINKLR INC(Class: CL A) | 5.75M | $47.97M | - | Unchanged | |
| OKTA - OKTA INC(Class: CL A) | 0 | $0 | - | Exited | 1.34M ($105.59M) |