Sachem Head Capital Management LP Q3 2016 Filing
Filed November 14, 2016
Portfolio Value
$2.0T
Holdings
10
Report Date
Q3 2016
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSKAUTODESK INC | 12,890,000 | $932.3B | 46.03% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | 870,000 | $234.9B | 11.60% | |
| 3 | CDKCDK GLOBAL INC | 2,519,305 | $144.5B | 7.13% | |
| 4 | FLT1EURFLEETCOR TECHNOLOGIES INC | 800,000 | $139.0B | 6.86% | |
| 5 | GOOGLALPHABET INC | 155,000 | $124.6B | 6.15% | |
| 6 | —ALLERGAN PLC | 495,000 | $114.0B | 5.63% | |
| 7 | DELLDELL TECHNOLOGIES INC | 2,350,134 | $112.3B | 5.55% | |
| 8 | —TEAM HEALTH HOLDINGS INC | 2,550,000 | $83.0B | 4.10% | |
| 9 | MIKUSDMICHAELS COS INC | 2,967,390 | $71.7B | 3.54% | |
| 10 | —ENVISION HEALTHCARE HLDGS IN | 3,100,000 | $69.0B | 3.41% |