Sachem Head Capital Management as of March 31, 2014
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 12 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cheniere Energy Com New (LNG) | 15.8 | $91M | 1.6M | 55.35 | |
| Signet Jewelers SHS (SIG) | 14.8 | $85M | 805k | 105.86 | |
| Air Products & Chemicals (APD) | 13.2 | $76M | 638k | 119.04 | |
| Mylan | 9.9 | $57M | 1.2M | 48.83 | |
| Lamar Advertising Cl A | 8.9 | $51M | 1.0M | 51.00 | |
| Dollar General (DG) | 8.7 | $50M | 905k | 55.48 | |
| Comcast Corp Cl A (CMCSA) | 8.0 | $46M | 915k | 50.04 | |
| Jarden Corporation | 6.9 | $40M | 660k | 59.83 | |
| Time Warner Cable | 4.7 | $27M | 196k | 137.18 | |
| Armstrong World Industries (AWI) | 3.7 | $21M | 400k | 53.25 | |
| Nexstar Broadcasting Group I Cl A (NXST) | 3.2 | $18M | 487k | 37.52 | |
| Twenty First Centy Fox Cl A | 2.2 | $12M | 387k | 31.97 |
