Sachem Head Capital Management as of Dec. 31, 2022
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 18 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Flavors & Fragrances (IFF) | 26.4 | $676M | 6.4M | 104.84 | |
| Us Foods Hldg Corp call (USFD) | 25.2 | $644M | 19M | 34.02 | |
| Olin Corp Com Par $1 (OLN) | 13.3 | $342M | 6.5M | 52.94 | |
| Flex Ord (FLEX) | 9.0 | $231M | 11M | 21.46 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 5.1 | $130M | 1.7M | 78.12 | |
| Activision Blizzard | 3.3 | $86M | 1.1M | 76.55 | |
| R1 RCM (RCM) | 2.9 | $74M | 6.8M | 10.95 | |
| Uber Technologies (UBER) | 2.7 | $69M | 2.8M | 24.73 | |
| Smartsheet Com Cl A (SMAR) | 2.6 | $66M | 1.7M | 39.36 | |
| Spectrum Brands Holding (SPB) | 2.5 | $64M | 1.1M | 60.92 | |
| Okta Cl A (OKTA) | 2.3 | $59M | 867k | 68.33 | |
| Elanco Animal Health (ELAN) | 1.6 | $42M | 3.4M | 12.22 | |
| New Relic | 1.4 | $36M | 645k | 56.45 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $15M | 40k | 382.43 | |
| Livanova SHS (LIVN) | 0.4 | $10M | 185k | 55.54 | |
| Elastic N V Ord Shs (ESTC) | 0.3 | $8.2M | 160k | 51.50 | |
| Momentive Global | 0.2 | $6.3M | 895k | 7.00 | |
| Opendoor Technologies (OPEN) | 0.0 | $563k | 485k | 1.16 |
