Sachem Head Capital Management as of March 31, 2017
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 16 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 36.1 | $1.1B | 13M | 86.47 | |
| Celgene Corporation | 6.7 | $205M | 1.7M | 124.43 | |
| Dell Technologies Inc Class V equity | 6.5 | $199M | 3.1M | 64.08 | |
| salesforce (CRM) | 5.7 | $176M | 2.1M | 82.49 | |
| Alphabet Inc Class A cs (GOOGL) | 5.6 | $174M | 205k | 847.80 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.5 | $169M | 515k | 327.32 | |
| Comcast Corporation (CMCSA) | 5.3 | $165M | 4.4M | 37.59 | |
| Servicemaster Global | 5.2 | $161M | 3.9M | 41.75 | |
| Kate Spade & Co | 4.7 | $145M | 6.3M | 23.23 | |
| Bank of America Corporation (BAC) | 3.8 | $117M | 5.0M | 23.59 | |
| Bristol Myers Squibb (BMY) | 3.6 | $113M | 2.1M | 54.38 | |
| Facebook Inc cl a (META) | 2.6 | $82M | 575k | 142.05 | |
| Humana (HUM) | 2.5 | $77M | 375k | 206.14 | |
| Alexion Pharmaceuticals | 2.5 | $77M | 635k | 121.24 | |
| Cit | 2.2 | $70M | 1.6M | 42.93 | |
| Cdk Global Inc equities | 1.4 | $42M | 650k | 65.01 |
