Sachem Head Capital Management as of Dec. 31, 2019
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 12 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eagle Materials (EXP) | 21.7 | $277M | 3.1M | 90.66 | |
| Allergan | 19.0 | $242M | 1.3M | 191.17 | |
| salesforce (CRM) | 9.6 | $123M | 755k | 162.64 | |
| Us Foods Hldg Corp call (USFD) | 9.5 | $122M | 2.9M | 41.89 | |
| Uber Technologies (UBER) | 7.2 | $92M | 3.1M | 29.74 | |
| Flextronics International Ltd Com Stk (FLEX) | 7.0 | $89M | 7.1M | 12.62 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 6.6 | $84M | 2.1M | 40.22 | |
| Yandex Nv-a (YNDX) | 5.8 | $74M | 1.7M | 43.49 | |
| 2u (TWOU) | 5.3 | $68M | 2.8M | 23.99 | |
| Forescout Technologies | 4.0 | $51M | 1.6M | 32.80 | |
| LKQ Corporation (LKQ) | 3.4 | $44M | 1.2M | 35.70 | |
| PG&E Corporation (PCG) | 0.8 | $10M | 935k | 10.87 |
