×

Subscribe Today

Get our free articles delivered directly to your email!

Continue reading

SACHEM HEAD CAPITAL MANAGEMENT LP

AUM: $3.91 B
13-F Portfolio Value: $2.14 B
Last 13-F Filed: Q4 2023
Concentration in top 10: 95.27%
Filter by:
Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
USFDUS Foods Holding Corp.36.67%15,937,785$818,564,6384,9080.03%13D
IFFINTERNATIONAL FLAVORS&FRAGRA17.37%4,787,351$387,631,810-3,943,288-45.17%$80.9713F
FLEXFLEX LTD11.45%8,390,000$255,559,4006,415,000324.81%$30.4613F
RSPINVESCO EXCHANGE TRADED FD T (Put)7.14%1,010,000$159,378,0001,010,000New$157.813F
CRMSALESFORCE INC5.76%488,800$128,622,832-76,600-13.55%$263.1413F
RCMR1 RCM INC4.55%9,605,000$101,524,8504,944,200106.08%$10.5713F
OKTAOKTA INC3.58%883,500$79,983,255454,500105.94%$90.5313F
ZIZOOMINFO TECHNOLOGIES INC3.36%4,060,000$75,069,4002,525,000164.5%$18.4913F
STXSEAGATE TECHNOLOGY HLDNGS PL3.31%865,000$73,845,050865,000New$85.3713F
BIOBIO RAD LABS INC2.27%156,700$50,596,863156,700New$322.8913F
FMXFOMENTO ECONOMICO MEXICANO S1.91%327,500$42,689,625-292,500-47.18%$130.3513F
FTREFORTREA HLDGS INC1.43%915,000$31,933,500-1,075,000-54.02%$34.913F
NXTNEXTRACKER INC1.20%570,000$26,704,500570,000New$46.8513F
HUMHUMANA INC-268,700Exited13F
PBPINVESCO EXCHANGE TRADED FD T (Put)-1,110,000Exited13F
MASIMASIMO CORP-634,100Exited13F
SPYSPDR S&P 500 ETF TR-65,300Exited13F