Sachem Head Capital Management as of Dec. 31, 2017
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 13 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 13.3 | $287M | 3.4M | 85.54 | |
| Time Warner | 11.3 | $244M | 2.7M | 91.47 | |
| Lowe's Companies (LOW) | 10.6 | $229M | 2.5M | 92.94 | |
| Zayo Group Hldgs | 9.7 | $210M | 5.7M | 36.80 | |
| Facebook Inc cl a (META) | 9.3 | $201M | 1.1M | 176.46 | |
| salesforce (CRM) | 9.3 | $200M | 2.0M | 102.23 | |
| Shire | 8.9 | $192M | 1.2M | 155.12 | |
| Cdk Global Inc equities | 7.2 | $157M | 2.2M | 71.28 | |
| Comcast Corporation (CMCSA) | 5.9 | $127M | 3.2M | 40.05 | |
| Altaba | 5.2 | $113M | 1.6M | 69.85 | |
| Vantiv Inc Cl A | 4.0 | $86M | 1.2M | 73.55 | |
| Yandex Nv-a (YNDX) | 3.5 | $76M | 2.3M | 32.75 | |
| Dell Technologies Inc Class V equity | 1.7 | $37M | 450k | 81.28 |
