Sachem Head Capital Management

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 (YNDX) 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