Sachem Head Capital Management as of Sept. 30, 2016
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 10 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 46.0 | $932M | 13M | 72.33 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 11.6 | $235M | 870k | 269.97 | |
| Cdk Global Inc equities | 7.1 | $145M | 2.5M | 57.36 | |
| FleetCor Technologies | 6.9 | $139M | 800k | 173.73 | |
| Alphabet Inc Class A cs (GOOGL) | 6.2 | $125M | 155k | 804.06 | |
| Allergan | 5.6 | $114M | 495k | 230.31 | |
| Dell Technologies Inc Class V equity | 5.5 | $112M | 2.4M | 47.80 | |
| Team Health Holdings | 4.1 | $83M | 2.6M | 32.56 | |
| Michaels Cos Inc/the | 3.5 | $72M | 3.0M | 24.17 | |
| Envision Healthcare Hlds | 3.4 | $69M | 3.1M | 22.27 |
