Sachem Head Capital Management LP Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$1.3T
Holdings
11
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEAGLE MATERIALS INC | 3,270,000 | $294.3B | 23.04% | |
| 2 | —ALLERGAN PLC | 1,265,000 | $212.9B | 16.67% | |
| 3 | WWEUSDWORLD WRESTLING ENTMT INC | 2,050,000 | $145.9B | 11.42% | |
| 4 | USFDUS FOODS HLDG CORP | 2,900,000 | $119.2B | 9.33% | |
| 5 | FLEXFLEX LTD | 10,900,000 | $114.1B | 8.93% | |
| 6 | CRMSALESFORCE COM INC | 755,000 | $112.1B | 8.77% | |
| 7 | NBISYANDEX N V | 2,600,000 | $91.0B | 7.13% | |
| 8 | SESEA LTD | 2,615,000 | $80.9B | 6.34% | |
| 9 | GDSGDS HLDGS LTD | 1,400,000 | $56.1B | 4.39% | |
| 10 | PCGPG&E CORP | 3,000,000 | $30.0B | 2.35% | |
| 11 | —2U INC | 1,275,000 | $20.8B | 1.63% |