Sachem Head Capital Management as of Sept. 30, 2019
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 11 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eagle Materials (EXP) | 23.0 | $294M | 3.3M | 90.01 | |
| Allergan | 16.7 | $213M | 1.3M | 168.29 | |
| World Wrestling Entertainment | 11.4 | $146M | 2.1M | 71.15 | |
| Us Foods Hldg Corp call (USFD) | 9.3 | $119M | 2.9M | 41.10 | |
| Flextronics International Ltd Com Stk (FLEX) | 8.9 | $114M | 11M | 10.47 | |
| salesforce (CRM) | 8.8 | $112M | 755k | 148.44 | |
| Yandex Nv-a (YNDX) | 7.1 | $91M | 2.6M | 35.01 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 6.3 | $81M | 2.6M | 30.95 | |
| Gds Holdings ads (GDS) | 4.4 | $56M | 1.4M | 40.08 | |
| PG&E Corporation (PCG) | 2.4 | $30M | 3.0M | 10.00 | |
| 2u (TWOU) | 1.6 | $21M | 1.3M | 16.28 |
