Sachem Head Capital Management LP Q2 2016 Filing
Filed August 12, 2016
Portfolio Value
$2.3T
Holdings
11
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSKAUTODESK INC | 12,890,000 | $697.9B | 30.90% | |
| 2 | CDKCDK GLOBAL INC | 7,800,162 | $432.8B | 19.16% | |
| 3 | CHTRCHARTER COMMUNICATIONS INC N | 1,024,624 | $234.3B | 10.37% | |
| 4 | SBACSBA COMMUNICATIONS CORP | 1,445,000 | $156.0B | 6.91% | |
| 5 | —ALLERGAN PLC | 660,000 | $152.5B | 6.75% | |
| 6 | —ENVISION HEALTHCARE HLDGS IN | 4,925,000 | $124.9B | 5.53% | |
| 7 | FLT1EURFLEETCOR TECHNOLOGIES INC | 800,000 | $114.5B | 5.07% | |
| 8 | —TEAM HEALTH HOLDINGS INC | 2,815,000 | $114.5B | 5.07% | |
| 9 | GOOGLALPHABET INC | 155,000 | $109.0B | 4.83% | |
| 10 | —AKORN INC | 2,460,000 | $70.1B | 3.10% | |
| 11 | MIKUSDMICHAELS COS INC | 1,826,300 | $51.9B | 2.30% |