Sachem Head Capital Management as of June 30, 2015
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 6 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Cdk Global Inc equities | 45.8 | $683M | 13M | 53.98 | |
Allergan SHS | 19.9 | $296M | 975k | 303.46 | |
Zoetis Cl A (ZTS) | 14.2 | $212M | 4.4M | 48.22 | |
Air Products & Chemicals (APD) | 9.6 | $144M | 1.1M | 136.83 | |
Ptc (PTC) | 6.1 | $91M | 2.2M | 41.02 | |
Twenty First Centy Fox Cl A | 4.3 | $64M | 2.0M | 32.55 |