Sachem Head Capital Management LP Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$946.9B

Holdings

6

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
EXPEAGLE MATERIALS INC
3,670,000$340.2B35.93%
2
USFDUS FOODS HLDG CORP
4,575,000$163.6B17.28%
3
CRMSALESFORCE COM INC
910,000$138.1B14.58%
4
NBISYANDEX N V
3,630,000$137.9B14.57%
5
SESEA LTD
2,615,000$86.9B9.17%
6
PCGPG&E CORP
3,500,000$80.2B8.47%