Sachem Head Capital Management as of June 30, 2024
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 16 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Us Foods Hldg Corp call (USFD) | 36.1 | $726M | 14M | 52.98 | |
| Zoominfo Technologies Common Stock (GTM) | 10.2 | $205M | 16M | 12.77 | |
| Twilio Cl A (TWLO) | 9.3 | $187M | 3.3M | 56.81 | |
| CVS Caremark Corporation (CVS) | 7.2 | $145M | 2.5M | 59.06 | |
| Nextracker Class A Com (NXT) | 6.7 | $134M | 2.9M | 46.88 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 5.2 | $105M | 1.0M | 103.27 | |
| Sotera Health (SHC) | 4.7 | $94M | 7.9M | 11.87 | |
| Western Digital (WDC) | 4.4 | $88M | 1.2M | 75.77 | |
| Sprinklr Cl A (CXM) | 3.5 | $70M | 7.3M | 9.62 | |
| Coherent Corp (COHR) | 3.0 | $60M | 832k | 72.46 | |
| Moog Cl A (MOG.A) | 3.0 | $60M | 359k | 167.30 | |
| Lamb Weston Hldgs (LW) | 2.9 | $59M | 699k | 84.08 | |
| Fluor Corporation (FLR) | 1.5 | $30M | 683k | 43.55 | |
| Liberty Global Com Cl A (LBTYA) | 1.5 | $29M | 1.7M | 17.43 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.5 | $10M | 1.1M | 9.29 | |
| Vestis Corporation Com Shs (VSTS) | 0.5 | $10M | 815k | 12.23 |
