Sachem Head Capital Management LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$2337.2T
Holdings
12
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USFDUS FOODS HLDG CORP | 15,932,877 | $859.9T | 36.79% | |
| 2 | IFFINTERNATIONAL FLAVORS&FRAGRA | 3,290,158 | $282.9T | 12.10% | |
| 3 | TWLOTWILIO INC | 3,295,000 | $201.5T | 8.62% | |
| 4 | RSPINVESCO EXCHANGE TRADED FD T | 1,040,000 | $176.1T | 7.54% | Put |
| 5 | GTMZOOMINFO TECHNOLOGIES INC | 10,510,000 | $168.5T | 7.21% | |
| 6 | NXTNEXTRACKER INC | 2,365,500 | $133.1T | 5.70% | |
| 7 | APDAIR PRODS & CHEMS INC | 461,000 | $111.7T | 4.78% | |
| 8 | CRMSALESFORCE INC | 335,300 | $101.0T | 4.32% | |
| 9 | SHCSOTERA HEALTH CO | 7,910,000 | $95.0T | 4.06% | |
| 10 | STXSEAGATE TECHNOLOGY HLDNGS PL | 865,000 | $80.5T | 3.44% | |
| 11 | CXMSPRINKLR INC | 6,295,000 | $77.2T | 3.30% | |
| 12 | OKTAOKTA INC | 475,900 | $49.8T | 2.13% |