HoldingsChannel.com
Sachem Head Capital Management LP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
EAGLE MATERIALS INC 3,270,000 -400,000 $294,333
     EXP3,270,000-400,000$294,333
ALLERGAN PLC 1,265,000 +1,265,000 $212,887
     AGN1,265,000+1,265,000$212,887
WORLD WRESTLING ENTMT INC 2,050,000 +2,050,000 $145,858
     WWE2,050,000+2,050,000$145,858
US FOODS HLDG CORP 2,900,000 -1,675,000 $119,190
     USFD2,900,000-1,675,000$119,190
FLEX LTD 10,900,000 +10,900,000 $114,069
     FLEX10,900,000+10,900,000$114,069
SALESFORCE COM INC 755,000 -155,000 $112,072
     CRM755,000-155,000$112,072
YANDEX N V 2,600,000 -1,030,000 $91,026
     YNDX2,600,000-1,030,000$91,026
SEA LTD 2,615,000 UNCH $80,934
     SE2,615,000UNCH$80,934
GDS HLDGS LTD 1,400,000 +1,400,000 $56,112
     GDS1,400,000+1,400,000$56,112
PG&E CORP 3,000,000 -500,000 $30,000
     PCG3,000,000-500,000$30,000

See Full List: All Stocks Held By Sachem Head Capital Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions

See Details: Top 10 Stocks Held By Sachem Head Capital Management LP

Size ($ in 1000's)
At 09/30/2019: $1,277,238
At 06/30/2019: $946,915

Sachem Head Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sachem Head Capital Management LP 13F filings. Link to 13F filings: SEC filings

Sachem Head Capital Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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