Sachem Head Capital Management as of March 31, 2018
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 14 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.6 | $346M | 3.8M | 91.27 | |
| Time Warner | 11.5 | $346M | 3.7M | 94.58 | |
| Facebook Inc cl a (META) | 11.0 | $329M | 2.1M | 159.79 | |
| Worldpay Ord | 8.9 | $267M | 3.3M | 82.24 | |
| salesforce (CRM) | 7.6 | $227M | 2.0M | 116.30 | |
| Lowe's Companies (LOW) | 7.4 | $222M | 2.5M | 87.75 | |
| Automatic Data Processing (ADP) | 7.4 | $221M | 2.0M | 113.48 | |
| Zayo Group Hldgs | 6.5 | $195M | 5.7M | 34.16 | |
| Shire | 6.1 | $183M | 1.2M | 149.39 | |
| Cdk Global Inc equities | 5.8 | $175M | 2.8M | 63.34 | |
| Altaba | 4.9 | $146M | 2.0M | 74.04 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 4.5 | $136M | 3.6M | 38.32 | |
| FleetCor Technologies | 3.8 | $113M | 560k | 202.50 | |
| Yandex Nv-a (YNDX) | 3.1 | $92M | 2.3M | 39.45 |
