Sachem Head Capital Management as of March 31, 2024
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 12 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Us Foods Hldg Corp call (USFD) | 36.8 | $860M | 16M | 53.97 | |
| International Flavors & Fragrances (IFF) | 12.1 | $283M | 3.3M | 85.99 | |
| Twilio Cl A (TWLO) | 8.6 | $202M | 3.3M | 61.15 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt Put Option (RSP) | 7.5 | $176M | 1.0M | 169.37 | |
| Zoominfo Technologies Common Stock (GTM) | 7.2 | $169M | 11M | 16.03 | |
| Nextracker Class A Com (NXT) | 5.7 | $133M | 2.4M | 56.27 | |
| Air Products & Chemicals (APD) | 4.8 | $112M | 461k | 242.27 | |
| salesforce (CRM) | 4.3 | $101M | 335k | 301.18 | |
| Sotera Health (SHC) | 4.1 | $95M | 7.9M | 12.01 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 3.4 | $81M | 865k | 93.05 | |
| Sprinklr Cl A (CXM) | 3.3 | $77M | 6.3M | 12.27 | |
| Okta Cl A (OKTA) | 2.1 | $50M | 476k | 104.62 |
