Sachem Head Capital Management LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.9T
Holdings
14
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USFDUS FOODS HLDG CORP | 4,825,000 | $296.7B | 15.57% | |
| 2 | CVSCVS HEALTH CORP | 3,520,000 | $221.3B | 11.61% | |
| 3 | TWLOTWILIO INC | 3,295,000 | $214.9B | 11.27% | |
| 4 | TLNTALEN ENERGY CORP | 941,000 | $167.7B | 8.80% | |
| 5 | GTMZOOMINFO TECHNOLOGIES INC | 16,030,000 | $165.4B | 8.68% | |
| 6 | APDAIR PRODS & CHEMS INC | 547,500 | $163.0B | 8.55% | |
| 7 | WDCWESTERN DIGITAL CORP. | 2,030,000 | $138.6B | 7.27% | |
| 8 | SHCSOTERA HEALTH CO | 7,910,000 | $132.1B | 6.93% | |
| 9 | NXTNEXTRACKER INC | 2,855,000 | $107.0B | 5.61% | |
| 10 | COHRCOHERENT CORP | 823,500 | $73.2B | 3.84% | |
| 11 | MOG/AMOOG INC | 359,000 | $72.5B | 3.80% | |
| 12 | GDSGDS HLDGS LTD | 2,825,000 | $57.6B | 3.02% | |
| 13 | CXMSPRINKLR INC | 6,695,000 | $51.8B | 2.72% | |
| 14 | IARTINTEGRA LIFESCIENCES HLDGS C | 2,430,000 | $44.2B | 2.32% |