HoldingsChannel.com
Sachem Head Capital Management LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ALLERGAN PLC 1,365,000 +100,000 $241,742
     AGN1,365,000+100,000$241,742
EAGLE MATERIALS INC 3,145,000 +95,000 $183,731
     EXP3,145,000+95,000$183,731
OLIN CORP 14,950,000 +14,950,000 $174,467
     OLN14,950,000+14,950,000$174,467
SALESFORCE COM INC 685,000 -70,000 $98,626
     CRM685,000-70,000$98,626
FLEX LTD 7,200,000 +125,000 $60,300
     FLEX7,200,000+125,000$60,300
2U INC 2,832,720 UNCH $60,110
     TWOU2,832,720UNCH$60,110
UBER TECHNOLOGIES INC 2,000,000 -1,075,000 $55,840
     UBER2,000,000-1,075,000$55,840
PG&E CORP 6,000,000 +5,065,518 $53,940
     PCG6,000,000+5,065,518$53,940
US FOODS HLDG CORP 2,400,000 -500,000 $42,504
     USFD2,400,000-500,000$42,504
LKQ CORP 1,225,000 UNCH $25,125
     LKQ1,225,000UNCH$25,125
EXACT SCIENCES CORP 425,000 +425,000 $24,650
     EXAS425,000+425,000$24,650

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 03/31/2020: $1,029,111
At 12/31/2019: $1,273,835

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.