Sachem Head Capital Management as of Dec. 31, 2014
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 7 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Cdk Global Inc equities | 38.3 | $516M | 13M | 40.76 | |
Actavis | 15.3 | $206M | 800k | 257.41 | |
Zoetis Inc Cl A (ZTS) | 14.1 | $189M | 4.4M | 43.03 | |
Mylan | 10.3 | $139M | 2.5M | 56.37 | |
Air Products & Chemicals (APD) | 9.3 | $126M | 870k | 144.23 | |
Dollar General (DG) | 7.0 | $94M | 1.3M | 70.70 | |
Twenty-first Century Fox | 5.6 | $76M | 2.0M | 38.41 |