Sachem Head Capital Management LP Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$3.3T
Holdings
20
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,256,239 | $745.2B | 22.44% | |
| 2 | USFDUS FOODS HLDG CORP | 18,932,877 | $580.9B | 17.49% | |
| 3 | ELANELANCO ANIMAL HEALTH INC | 27,835,500 | $546.4B | 16.46% | |
| 4 | OLNOLIN CORP | 9,450,000 | $437.3B | 13.17% | |
| 5 | ZEN1EURZENDESK INC | 1,855,000 | $137.4B | 4.14% | |
| 6 | ARNC1EURARCONIC CORPORATION | 4,076,600 | $114.3B | 3.44% | |
| 7 | FDXFEDEX CORP | 493,900 | $112.0B | 3.37% | |
| 8 | LIVNLIVANOVA PLC | 1,759,500 | $109.9B | 3.31% | |
| 9 | UBERUBER TECHNOLOGIES INC | 4,576,000 | $93.6B | 2.82% | |
| 10 | FLEXFLEX LTD | 5,850,000 | $84.7B | 2.55% | |
| 11 | NEWREURNEW RELIC INC | 1,485,000 | $74.3B | 2.24% | |
| 12 | —MOMENTIVE GLOBAL INC | 6,965,000 | $61.3B | 1.85% | |
| 13 | HASHASBRO INC | 620,000 | $50.8B | 1.53% | |
| 14 | ESTCELASTIC N V | 742,600 | $50.3B | 1.51% | |
| 15 | SMARGBPSMARTSHEET INC | 1,345,000 | $42.3B | 1.27% | |
| 16 | PTVEPACTIV EVERGREEN INC | 3,375,000 | $33.6B | 1.01% | |
| 17 | OPENOPENDOOR TECHNOLOGIES INC | 4,220,000 | $19.9B | 0.60% | |
| 18 | COMPCOMPASS INC | 5,436,084 | $19.6B | 0.59% | |
| 19 | CRMSALESFORCE INC | 40,000 | $6.6B | 0.20% | |
| 20 | —EQRX INC | 200,000 | $162.0M | 0.00% |