Sachem Head Capital Management LP Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$3.7T
Holdings
23
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,509,439 | $908.8B | 24.59% | |
| 2 | ELANELANCO ANIMAL HEALTH INC | 27,835,500 | $819.8B | 22.18% | |
| 3 | OLNOLIN CORP | 14,950,000 | $567.7B | 15.36% | |
| 4 | USFDUS FOODS HLDG CORP | 4,825,000 | $183.9B | 4.98% | |
| 5 | FLEXFLEX LTD | 9,150,000 | $167.5B | 4.53% | |
| 6 | NUANEURNUANCE COMMUNICATIONS INC | 3,500,000 | $152.7B | 4.13% | |
| 7 | METAFACEBOOK INC | 490,000 | $144.3B | 3.90% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 605,000 | $137.2B | 3.71% | |
| 9 | SYFSYNCHRONY FINANCIAL | 2,850,000 | $115.9B | 3.14% | |
| 10 | OPTUALTICE USA INC | 3,000,000 | $97.6B | 2.64% | |
| 11 | PRCHPORCH GROUP INC | 3,150,000 | $55.8B | 1.51% | |
| 12 | CSTMCONSTELLIUM SE | 3,760,000 | $55.3B | 1.50% | |
| 13 | DELLDELL TECHNOLOGIES INC | 625,000 | $55.1B | 1.49% | |
| 14 | NWSANEWS CORP NEW | 1,850,000 | $47.0B | 1.27% | |
| 15 | PTVEPACTIV EVERGREEN INC | 3,375,000 | $46.4B | 1.25% | |
| 16 | K6BKBR INC | 1,200,000 | $46.1B | 1.25% | |
| 17 | CVNACARVANA CO | 175,000 | $45.9B | 1.24% | |
| 18 | —CM LIFE SCIENCES INC | 1,500,000 | $22.3B | 0.60% | |
| 19 | —CM LIFE SCIENCES II INC | 800,000 | $10.2B | 0.28% | |
| 20 | —CM LIFE SCIENCES INC | 1,155,000 | $6.0B | 0.16% | |
| 21 | —ORION ACQUISITION CORP | 500,000 | $5.0B | 0.14% | |
| 22 | —GOLDEN ARROW MERGER CORP | 375,000 | $3.7B | 0.10% | |
| 23 | —EMPOWERMENT & INCLUSION CAPI | 200,000 | $2.0B | 0.05% |