Sachem Head Capital Management LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$2.7T
Holdings
21
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,256,239 | $568.3B | 21.18% | |
| 2 | USFDUS FOODS HLDG CORP | 18,932,877 | $500.6B | 18.66% | |
| 3 | OLNOLIN CORP | 9,450,000 | $405.2B | 15.10% | |
| 4 | ELANELANCO ANIMAL HEALTH INC | 28,635,500 | $355.4B | 13.24% | |
| 5 | FLEXFLEX LTD | 10,670,000 | $177.8B | 6.62% | |
| 6 | DENEURDENBURY INC | 1,429,000 | $123.3B | 4.59% | |
| 7 | LIVNLIVANOVA PLC | 1,535,000 | $77.9B | 2.90% | |
| 8 | UBERUBER TECHNOLOGIES INC | 2,530,000 | $67.0B | 2.50% | |
| 9 | SMARGBPSMARTSHEET INC | 1,670,000 | $57.4B | 2.14% | |
| 10 | NEWREURNEW RELIC INC | 990,000 | $56.8B | 2.12% | |
| 11 | ESTCELASTIC N V | 742,600 | $53.3B | 1.99% | |
| 12 | ARNC1EURARCONIC CORPORATION | 2,965,308 | $50.5B | 1.88% | |
| 13 | —MOMENTIVE GLOBAL INC | 6,965,000 | $40.5B | 1.51% | |
| 14 | CRMSALESFORCE INC | 271,900 | $39.1B | 1.46% | |
| 15 | PTVEPACTIV EVERGREEN INC | 3,375,000 | $29.5B | 1.10% | |
| 16 | LYFTLYFT INC | 1,875,000 | $24.7B | 0.92% | |
| 17 | BLCOBAUSCH PLUS LOMB CORP | 1,430,000 | $21.9B | 0.82% | |
| 18 | OPENOPENDOOR TECHNOLOGIES INC | 4,220,000 | $13.1B | 0.49% | |
| 19 | COMPCOMPASS INC | 5,436,084 | $12.6B | 0.47% | |
| 20 | SPYSPDR S&P 500 ETF TR | 23,300 | $8.3B | 0.31% | |
| 21 | —EQRX INC | 200,000 | $164.0M | 0.01% |