Sachem Head Capital Management as of Sept. 30, 2024
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 14 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Us Foods Hldg Corp call (USFD) | 15.6 | $297M | 4.8M | 61.50 | |
| CVS Caremark Corporation (CVS) | 11.6 | $221M | 3.5M | 62.88 | |
| Twilio Cl A (TWLO) | 11.3 | $215M | 3.3M | 65.22 | |
| Talen Energy Corp (TLN) | 8.8 | $168M | 941k | 178.24 | |
| Zoominfo Technologies Common Stock (GTM) | 8.7 | $165M | 16M | 10.32 | |
| Air Products & Chemicals (APD) | 8.6 | $163M | 548k | 297.74 | |
| Western Digital (WDC) | 7.3 | $139M | 2.0M | 68.29 | |
| Sotera Health (SHC) | 6.9 | $132M | 7.9M | 16.70 | |
| Nextracker Class A Com (NXT) | 5.6 | $107M | 2.9M | 37.48 | |
| Coherent Corp (COHR) | 3.8 | $73M | 824k | 88.91 | |
| Moog Cl A (MOG.A) | 3.8 | $73M | 359k | 202.02 | |
| GDS HLDGS Sponsored Ads (GDS) | 3.0 | $58M | 2.8M | 20.40 | |
| Sprinklr Cl A (CXM) | 2.7 | $52M | 6.7M | 7.73 | |
| Integra Lifesciences Hldgs C Com New (IART) | 2.3 | $44M | 2.4M | 18.17 |
