Sachem Head Capital Management LP Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$2.9T
Holdings
19
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELANELANCO ANIMAL HEALTH INC | 27,835,500 | $853.7B | 29.79% | |
| 2 | OLNOLIN CORP | 14,950,000 | $367.2B | 12.81% | |
| 3 | DDDUPONT DE NEMOURS INC | 2,550,000 | $181.3B | 6.33% | |
| 4 | USFDUS FOODS HLDG CORP | 5,000,000 | $166.6B | 5.81% | |
| 5 | SYFSYNCHRONY FINANCIAL | 4,535,000 | $157.4B | 5.49% | |
| 6 | FLEXFLEX LTD | 8,600,000 | $154.6B | 5.40% | |
| 7 | NUANEURNUANCE COMMUNICATIONS INC | 3,500,000 | $154.3B | 5.39% | |
| 8 | K6BKBR INC | 3,950,000 | $122.2B | 4.26% | |
| 9 | OPTUALTICE USA INC | 3,000,000 | $113.6B | 3.96% | |
| 10 | LKQ1LKQ CORP | 3,200,000 | $112.8B | 3.94% | |
| 11 | METAFACEBOOK INC | 395,000 | $107.9B | 3.77% | |
| 12 | CCEPCOCA COLA EUROPEAN PARTNERS | 1,500,000 | $74.7B | 2.61% | |
| 13 | GKDGRAND CANYON ED INC | 800,000 | $74.5B | 2.60% | |
| 14 | CSTMCONSTELLIUM SE | 3,760,000 | $52.6B | 1.84% | |
| 15 | PTVEPACTIV EVERGREEN INC | 2,600,000 | $47.2B | 1.65% | |
| 16 | PRGPROG HOLDINGS INC | 875,000 | $47.1B | 1.64% | |
| 17 | —CM LIFE SCIENCES INC | 3,465,000 | $40.2B | 1.40% | |
| 18 | BCBEURPRIMO WATER CORPORATION | 1,725,000 | $27.0B | 0.94% | |
| 19 | —FOREST ROAD ACQUISITION CORP | 1,000,000 | $10.5B | 0.37% |