Sachem Head Capital Management as of June 30, 2014
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 13 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zoetis Inc Cl A (ZTS) | 14.5 | $142M | 4.4M | 32.27 | |
| Cheniere Energy (LNG) | 11.6 | $114M | 1.6M | 71.70 | |
| Air Products & Chemicals (APD) | 10.7 | $104M | 812k | 128.62 | |
| Mylan | 9.3 | $91M | 1.8M | 51.56 | |
| Allergan | 8.5 | $83M | 490k | 169.22 | |
| Signet Jewelers (SIG) | 8.2 | $80M | 725k | 110.59 | |
| Armstrong World Industries (AWI) | 6.1 | $60M | 1.0M | 57.43 | |
| Twenty-first Century Fox | 6.1 | $60M | 1.7M | 35.15 | |
| Time Warner Cable | 5.9 | $57M | 390k | 147.30 | |
| Lamar Advertising Company | 5.4 | $53M | 1.0M | 53.00 | |
| Valeant Pharmaceuticals Int | 5.4 | $53M | 420k | 126.12 | |
| Comcast Corporation (CMCSA) | 4.5 | $44M | 820k | 53.68 | |
| 3.8 | $38M | 64k | 584.67 |
