Sachem Head Capital Management as of Sept. 30, 2014
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 10 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zoetis Inc Cl A (ZTS) | 18.1 | $162M | 4.4M | 36.95 | |
| Air Products & Chemicals (APD) | 11.8 | $106M | 812k | 130.18 | |
| Mylan | 11.4 | $102M | 2.2M | 45.49 | |
| Allergan | 10.1 | $91M | 510k | 178.19 | |
| Actavis | 10.1 | $91M | 375k | 241.28 | |
| Dollar General (DG) | 9.0 | $81M | 1.3M | 61.11 | |
| Time Warner Cable | 9.0 | $81M | 563k | 143.49 | |
| Cdk Global Inc equities | 8.2 | $73M | 2.4M | 30.59 | |
| Twenty-first Century Fox | 7.4 | $66M | 1.9M | 34.29 | |
| Comcast Corporation (CMCSA) | 4.9 | $44M | 820k | 53.78 |
