Sachem Head Capital Management LP Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$3.9T
Holdings
18
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,433,839 | $845.0B | 21.57% | |
| 2 | ELANELANCO ANIMAL HEALTH INC | 27,835,500 | $726.2B | 18.54% | |
| 3 | USFDUS FOODS HLDG CORP | 19,184,852 | $721.9B | 18.43% | |
| 4 | OLNOLIN CORP | 11,950,000 | $624.7B | 15.95% | |
| 5 | ZEN1EURZENDESK INC | 1,790,000 | $215.3B | 5.50% | |
| 6 | LIVNLIVANOVA PLC | 1,759,500 | $144.0B | 3.68% | |
| 7 | UBERUBER TECHNOLOGIES INC | 3,655,000 | $130.4B | 3.33% | |
| 8 | FLEXFLEX LTD | 5,850,000 | $108.5B | 2.77% | |
| 9 | —MOMENTIVE GLOBAL INC | 5,720,000 | $93.0B | 2.37% | |
| 10 | POSTPOST HLDGS INC | 905,000 | $62.7B | 1.60% | |
| 11 | CVNACARVANA CO | 505,000 | $60.2B | 1.54% | |
| 12 | CRMSALESFORCE COM INC | 253,100 | $53.7B | 1.37% | |
| 13 | COMPCOMPASS INC | 4,360,000 | $34.3B | 0.87% | |
| 14 | PTVEPACTIV EVERGREEN INC | 3,375,000 | $34.0B | 0.87% | |
| 15 | BRBRBELLRING BRANDS INC | 1,147,346 | $26.5B | 0.68% | |
| 16 | OPENOPENDOOR TECHNOLOGIES INC | 2,840,000 | $24.6B | 0.63% | |
| 17 | ARNC1EURARCONIC CORPORATION | 450,000 | $11.5B | 0.29% | |
| 18 | —EQRX INC | 200,000 | $174.0M | 0.00% |