Sachem Head Capital Management as of June 30, 2019
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 6 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eagle Materials (EXP) | 35.9 | $340M | 3.7M | 92.70 | |
| Us Foods Hldg Corp call (USFD) | 17.3 | $164M | 4.6M | 35.76 | |
| salesforce (CRM) | 14.6 | $138M | 910k | 151.73 | |
| Yandex Nv-a (NBIS) | 14.6 | $138M | 3.6M | 38.00 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 9.2 | $87M | 2.6M | 33.22 | |
| PG&E Corporation (PCG) | 8.5 | $80M | 3.5M | 22.92 |
