HoldingsChannel.com
Sachem Head Capital Management LP Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
EAGLE MATERIALS INC 3,325,000 +3,325,000 $280,298
     EXP3,325,000+3,325,000$280,298
BERRY GLOBAL GROUP INC 3,745,000 +3,745,000 $201,743
     BERY3,745,000+3,745,000$201,743
MICROSOFT CORP 1,499,600 -885,400 $176,863
     MSFT1,499,600-885,400$176,863
ZAYO GROUP HLDGS INC 5,800,000 +2,800,000 $164,836
     ZAYO5,800,000+2,800,000$164,836
US FOODS HLDG CORP 4,300,000 UNCH $150,113
     USFD4,300,000UNCH$150,113
YANDEX N V 3,630,000 +3,630,000 $124,654
     YNDX3,630,000+3,630,000$124,654
TAKEDA PHARMACEUTICAL CO LTD 5,963,600 +5,963,600 $121,479
     TAK5,963,600+5,963,600$121,479
ALLERGAN PLC 775,000 +775,000 $113,468
     AGN775,000+775,000$113,468
WELLCARE HEALTH PLANS INC 355,000 +355,000 $95,761
     WCG355,000+355,000$95,761
FOX CORP 2,503,332 +2,503,332 $91,897
     FOXAV2,503,332+2,503,332$91,897
CENTENE CORP DEL 1,175,000 +1,175,000 $62,393
     CNC1,175,000+1,175,000$62,393

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 03/31/2019: $1,644,915
At 12/31/2018: $1,638,791

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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