Sachem Head Capital Management LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$1.0T
Holdings
12
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —ALLERGAN PLC | 1,365,000 | $241.7B | 23.49% | |
| 2 | EXPEAGLE MATERIALS INC | 3,145,000 | $183.7B | 17.85% | |
| 3 | OLNOLIN CORP | 14,950,000 | $174.5B | 16.95% | |
| 4 | CRMSALESFORCE COM INC | 685,000 | $98.6B | 9.58% | |
| 5 | FLEXFLEX LTD | 7,200,000 | $60.3B | 5.86% | |
| 6 | —2U INC | 2,832,720 | $60.1B | 5.84% | |
| 7 | UBERUBER TECHNOLOGIES INC | 2,000,000 | $55.8B | 5.43% | |
| 8 | PCGPG&E CORP | 6,000,000 | $53.9B | 5.24% | |
| 9 | USFDUS FOODS HLDG CORP | 2,400,000 | $42.5B | 4.13% | |
| 10 | LKQ1LKQ CORP | 1,225,000 | $25.1B | 2.44% | |
| 11 | EXASEXACT SCIENCES CORP | 425,000 | $24.6B | 2.40% | |
| 12 | CSTMCONSTELLIUM SE | 1,550,000 | $8.1B | 0.78% |