Sachem Head Capital Management LP Q3 2020 Filing
Filed November 13, 2020
Portfolio Value
$1.6T
Holdings
18
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEAGLE MATLS INC | 2,682,834 | $231.6B | 14.04% | |
| 2 | OLNOLIN CORP | 14,950,000 | $185.1B | 11.22% | |
| 3 | OPTUALTICE USA INC | 5,000,000 | $130.0B | 7.88% | |
| 4 | LKQ1LKQ CORP | 4,325,000 | $119.9B | 7.27% | |
| 5 | METAFACEBOOK INC | 395,000 | $103.5B | 6.27% | |
| 6 | SYFSYNCHRONY FINANCIAL | 3,832,000 | $100.3B | 6.08% | |
| 7 | USFDUS FOODS HLDG CORP | 4,500,000 | $100.0B | 6.06% | |
| 8 | ELANELANCO ANIMAL HEALTH INC | 3,500,000 | $97.8B | 5.93% | |
| 9 | K6BKBR INC | 3,950,000 | $88.3B | 5.35% | |
| 10 | FLEXFLEX LTD | 7,200,000 | $80.2B | 4.86% | |
| 11 | NUANEURNUANCE COMMUNICATIONS INC | 2,400,000 | $79.7B | 4.83% | |
| 12 | GKDGRAND CANYON ED INC | 800,000 | $64.0B | 3.88% | |
| 13 | UBERUBER TECHNOLOGIES INC | 1,700,000 | $62.0B | 3.76% | |
| 14 | DELLDELL TECHNOLOGIES INC | 900,000 | $60.9B | 3.69% | |
| 15 | PCGPG&E CORP | 6,250,000 | $58.7B | 3.56% | |
| 16 | —CM LIFE SCIENCES INC | 3,465,000 | $36.3B | 2.20% | |
| 17 | CSTMCONSTELLIUM SE | 3,760,000 | $29.5B | 1.79% | |
| 18 | PFGCPERFORMANCE FOOD GROUP CO | 640,000 | $22.2B | 1.34% |