Sachem Head Capital Management LP Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$1.3T
Holdings
12
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEAGLE MATERIALS INC | 3,050,000 | $276.5B | 21.71% | |
| 2 | —ALLERGAN PLC | 1,265,000 | $241.8B | 18.98% | |
| 3 | CRMSALESFORCE COM INC | 755,000 | $122.8B | 9.64% | |
| 4 | USFDUS FOODS HLDG CORP | 2,900,000 | $121.5B | 9.54% | |
| 5 | UBERUBER TECHNOLOGIES INC | 3,075,000 | $91.5B | 7.18% | |
| 6 | FLEXFLEX LTD | 7,075,000 | $89.3B | 7.01% | |
| 7 | SESEA LTD | 2,085,000 | $83.9B | 6.58% | |
| 8 | NBISYANDEX N V | 1,700,000 | $73.9B | 5.80% | |
| 9 | —2U INC | 2,832,720 | $68.0B | 5.33% | |
| 10 | —FORESCOUT TECHNOLOGIES INC | 1,550,000 | $50.8B | 3.99% | |
| 11 | LKQ1LKQ CORP | 1,225,000 | $43.7B | 3.43% | |
| 12 | PCGPG&E CORP | 934,482 | $10.2B | 0.80% |