Sachem Head Capital Management LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2.0T
Holdings
16
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USFDUS FOODS HLDG CORP | 13,707,261 | $726.2B | 36.11% | |
| 2 | GTMZOOMINFO TECHNOLOGIES INC | 16,030,000 | $204.7B | 10.18% | |
| 3 | TWLOTWILIO INC | 3,295,000 | $187.2B | 9.31% | |
| 4 | CVSCVS HEALTH CORP | 2,450,000 | $144.7B | 7.19% | |
| 5 | NXTNEXTRACKER INC | 2,855,000 | $133.8B | 6.65% | |
| 6 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,012,300 | $104.5B | 5.20% | |
| 7 | SHCSOTERA HEALTH CO | 7,910,000 | $93.9B | 4.67% | |
| 8 | WDCWESTERN DIGITAL CORP. | 1,158,500 | $87.8B | 4.36% | |
| 9 | CXMSPRINKLR INC | 7,295,000 | $70.2B | 3.49% | |
| 10 | COHRCOHERENT CORP | 831,900 | $60.3B | 3.00% | |
| 11 | MOG/AMOOG INC | 359,000 | $60.1B | 2.99% | |
| 12 | LWLAMB WESTON HLDGS INC | 698,500 | $58.7B | 2.92% | |
| 13 | FLRFLUOR CORP NEW | 682,500 | $29.7B | 1.48% | |
| 14 | LBTYALIBERTY GLOBAL LTD | 1,688,700 | $29.4B | 1.46% | |
| 15 | GDSGDS HLDGS LTD | 1,080,000 | $10.0B | 0.50% | |
| 16 | VSTSVESTIS CORPORATION | 815,000 | $10.0B | 0.50% |