Sachem Head Capital Management as of Dec. 31, 2024
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 14 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 19.6 | $356M | 3.3M | 108.08 | |
| Us Foods Hldg Corp call (USFD) | 13.5 | $244M | 3.6M | 67.46 | |
| Talen Energy Corp (TLN) | 10.1 | $183M | 910k | 201.47 | |
| Western Digital (WDC) | 9.8 | $177M | 3.0M | 59.63 | |
| Synchrony Financial (SYF) | 7.9 | $143M | 2.2M | 65.00 | |
| Nextracker Class A Com (NXT) | 6.0 | $109M | 3.0M | 36.53 | |
| Sotera Health (SHC) | 6.0 | $108M | 7.9M | 13.68 | |
| Coherent Corp (COHR) | 5.9 | $107M | 1.1M | 94.73 | |
| Okta Cl A (OKTA) | 5.8 | $106M | 1.3M | 78.80 | |
| Zoominfo Technologies Common Stock (GTM) | 4.8 | $88M | 8.3M | 10.51 | |
| Warner Bros Discovery Com Ser A (WBD) | 3.6 | $65M | 6.1M | 10.57 | |
| Acadia Healthcare (ACHC) | 2.9 | $53M | 1.3M | 39.65 | |
| Sprinklr Cl A (CXM) | 2.7 | $49M | 5.7M | 8.45 | |
| CVS Caremark Corporation (CVS) | 1.5 | $28M | 625k | 44.89 |
