Sachem Head Capital Management as of March 31, 2022
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 18 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Flavors & Fragrances (IFF) | 21.6 | $845M | 6.4M | 131.33 | |
| Elanco Animal Health (ELAN) | 18.5 | $726M | 28M | 26.09 | |
| Us Foods Hldg Corp call (USFD) | 18.4 | $722M | 19M | 37.63 | |
| Olin Corp Com Par $1 (OLN) | 16.0 | $625M | 12M | 52.28 | |
| Zendesk | 5.5 | $215M | 1.8M | 120.29 | |
| Livanova SHS (LIVN) | 3.7 | $144M | 1.8M | 81.83 | |
| Uber Technologies (UBER) | 3.3 | $130M | 3.7M | 35.68 | |
| Flex Ord (FLEX) | 2.8 | $109M | 5.9M | 18.55 | |
| Momentive Global | 2.4 | $93M | 5.7M | 16.26 | |
| Post Holdings Inc Common (POST) | 1.6 | $63M | 905k | 69.26 | |
| Carvana Cl A (CVNA) | 1.5 | $60M | 505k | 119.29 | |
| salesforce (CRM) | 1.4 | $54M | 253k | 212.32 | |
| Compass Cl A (COMP) | 0.9 | $34M | 4.4M | 7.86 | |
| Pactiv Evergreen (PTVE) | 0.9 | $34M | 3.4M | 10.06 | |
| Bellring Brands Common Stock (BRBR) | 0.7 | $27M | 1.1M | 23.08 | |
| Opendoor Technologies (OPEN) | 0.6 | $25M | 2.8M | 8.65 | |
| Arconic | 0.3 | $12M | 450k | 25.62 | |
| Eqrx *w Exp 12/17/202 | 0.0 | $174k | 200k | 0.87 |
