Sachem Head Capital Management LP Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$1.4T
Holdings
19
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEAGLE MATERIALS INC | 3,055,000 | $214.5B | 15.28% | |
| 2 | OLNOLIN CORP | 14,950,000 | $171.8B | 12.23% | |
| 3 | CRMSALESFORCE COM INC | 485,000 | $90.9B | 6.47% | |
| 4 | USFDUS FOODS HLDG CORP | 4,500,000 | $88.7B | 6.32% | |
| 5 | LKQ1LKQ CORP | 3,325,000 | $87.1B | 6.20% | |
| 6 | OPTUALTICE USA INC | 3,800,000 | $85.7B | 6.10% | |
| 7 | FLEXFLEX LTD | 7,200,000 | $73.8B | 5.25% | |
| 8 | SYFSYNCHRONY FINANCIAL | 3,300,000 | $73.1B | 5.21% | |
| 9 | K6BKBR INC | 3,000,000 | $67.7B | 4.82% | |
| 10 | GKDGRAND CANYON ED INC | 700,000 | $63.4B | 4.51% | |
| 11 | PCGPG&E CORP | 6,700,000 | $59.4B | 4.23% | |
| 12 | CMCSACOMCAST CORP NEW | 1,500,000 | $58.5B | 4.16% | |
| 13 | UBERUBER TECHNOLOGIES INC | 1,700,000 | $52.8B | 3.76% | |
| 14 | —2U INC | 1,390,775 | $52.8B | 3.76% | |
| 15 | DRIDARDEN RESTAURANTS INC | 660,000 | $50.0B | 3.56% | |
| 16 | NUANEURNUANCE COMMUNICATIONS INC | 1,700,000 | $43.0B | 3.06% | |
| 17 | QSRRESTAURANT BRANDS INTL INC | 690,000 | $37.7B | 2.68% | |
| 18 | SYYSYSCO CORP | 315,000 | $17.2B | 1.23% | |
| 19 | CSTMCONSTELLIUM SE | 2,125,000 | $16.3B | 1.16% |