Sachem Head Capital Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.5T
Holdings
16
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TLNTALEN ENERGY CORP | 1,735,000 | $346.4B | 13.89% | |
| 2 | TWLOTWILIO INC | 3,295,000 | $322.6B | 12.93% | |
| 3 | CVSCVS HEALTH CORP | 3,130,000 | $212.1B | 8.50% | |
| 4 | USFDUS FOODS HLDG CORP | 3,175,000 | $207.8B | 8.33% | |
| 5 | COHRCOHERENT CORP | 2,775,000 | $180.2B | 7.22% | |
| 6 | GTMZOOMINFO TECHNOLOGIES INC | 16,805,000 | $168.1B | 6.74% | |
| 7 | NCNONCINO INC | 4,930,000 | $135.4B | 5.43% | |
| 8 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,490,000 | $126.6B | 5.07% | |
| 9 | NXTNEXTRACKER INC | 2,977,500 | $125.5B | 5.03% | |
| 10 | WBDWARNER BROS DISCOVERY INC | 11,330,000 | $121.6B | 4.87% | |
| 11 | SYFSYNCHRONY FINANCIAL | 2,197,500 | $116.3B | 4.66% | |
| 12 | ACHCACADIA HEALTHCARE COMPANY IN | 3,635,000 | $110.2B | 4.42% | |
| 13 | GDSGDS HLDGS LTD | 4,215,000 | $106.8B | 4.28% | |
| 14 | SHCSOTERA HEALTH CO | 7,910,000 | $92.2B | 3.70% | |
| 15 | WDCWESTERN DIGITAL CORP | 1,845,000 | $74.6B | 2.99% | |
| 16 | CXMSPRINKLR INC | 5,745,000 | $48.0B | 1.92% |