Sachem Head Capital Management LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$2.3T
Holdings
17
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USFDUS FOODS HLDG CORP | 18,932,877 | $699.4B | 30.97% | |
| 2 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,684,539 | $614.7B | 27.22% | |
| 3 | FLEXFLEX LTD | 6,295,000 | $144.8B | 6.41% | |
| 4 | FMXFOMENTO ECONOMICO MEXICANO S | 1,205,000 | $114.7B | 5.08% | |
| 5 | RCM1USDR1 RCM INC | 7,435,000 | $111.5B | 4.94% | |
| 6 | CRMSALESFORCE INC | 537,100 | $107.3B | 4.75% | |
| 7 | OLNOLIN CORP | 1,855,000 | $103.0B | 4.56% | |
| 8 | SPBSPECTRUM BRANDS HLDGS INC NE | 1,512,700 | $100.2B | 4.44% | |
| 9 | UBERUBER TECHNOLOGIES INC | 3,034,500 | $96.2B | 4.26% | |
| 10 | RBAGBPRITCHIE BROS AUCTIONEERS | 987,500 | $55.6B | 2.46% | |
| 11 | OKTAOKTA INC | 606,500 | $52.3B | 2.32% | |
| 12 | ARNC1EURARCONIC CORPORATION | 841,895 | $22.1B | 0.98% | |
| 13 | ESTCELASTIC N V | 230,100 | $13.3B | 0.59% | |
| 14 | NXTNEXTRACKER INC | 350,000 | $12.7B | 0.56% | |
| 15 | LIVNLIVANOVA PLC | 142,000 | $6.2B | 0.27% | |
| 16 | SPYSPDR S&P 500 ETF TR | 8,300 | $3.4B | 0.15% | |
| 17 | OPENOPENDOOR TECHNOLOGIES INC | 485,000 | $853.6M | 0.04% |