Sachem Head Capital Management as of March 31, 2020
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 12 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Allergan | 23.5 | $242M | 1.4M | 177.10 | |
| Eagle Materials (EXP) | 17.9 | $184M | 3.1M | 58.42 | |
| Olin Corporation (OLN) | 17.0 | $175M | 15M | 11.67 | |
| salesforce (CRM) | 9.6 | $99M | 685k | 143.98 | |
| Flextronics International Ltd Com Stk (FLEX) | 5.9 | $60M | 7.2M | 8.38 | |
| 2u (TWOU) | 5.8 | $60M | 2.8M | 21.22 | |
| Uber Technologies (UBER) | 5.4 | $56M | 2.0M | 27.92 | |
| PG&E Corporation (PCG) | 5.2 | $54M | 6.0M | 8.99 | |
| Us Foods Hldg Corp call (USFD) | 4.1 | $43M | 2.4M | 17.71 | |
| LKQ Corporation (LKQ) | 2.4 | $25M | 1.2M | 20.51 | |
| EXACT Sciences Corporation (EXAS) | 2.4 | $25M | 425k | 58.00 | |
| Constellium Se cl a (CSTM) | 0.8 | $8.1M | 1.6M | 5.21 |
