Sachem Head Capital Management as of Sept. 30, 2015
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 11 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdk Global Inc equities | 25.5 | $566M | 12M | 47.78 | |
| Allergan SHS | 17.8 | $396M | 1.5M | 271.81 | |
| Fidelity National Information Services (FIS) | 9.3 | $207M | 3.1M | 67.08 | |
| Zoetis Cl A (ZTS) | 8.7 | $193M | 4.7M | 41.18 | |
| Air Products & Chemicals (APD) | 7.8 | $172M | 1.4M | 127.58 | |
| Charter Communications Inc D Cl A New | 6.8 | $150M | 855k | 175.85 | |
| Kansas City Southern Com New | 6.2 | $138M | 1.5M | 90.88 | |
| Ptc (PTC) | 6.1 | $135M | 4.3M | 31.74 | |
| Time Warner Cable | 4.6 | $102M | 570k | 179.37 | |
| Akorn | 4.2 | $94M | 3.3M | 28.51 | |
| Twenty First Centy Fox Cl A | 2.8 | $63M | 2.3M | 26.98 |
