Sachem Head Capital Management LP Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$4.3T
Holdings
20
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,844,689 | $1.0T | 24.26% | |
| 2 | ELANELANCO ANIMAL HEALTH INC | 27,835,500 | $790.0B | 18.59% | |
| 3 | USFDUS FOODS HLDG CORP | 20,209,852 | $703.9B | 16.56% | |
| 4 | OLNOLIN CORP | 11,950,000 | $687.4B | 16.17% | |
| 5 | UBERUBER TECHNOLOGIES INC | 4,675,000 | $196.0B | 4.61% | |
| 6 | POSTPOST HLDGS INC | 1,452,000 | $163.7B | 3.85% | |
| 7 | LIVNLIVANOVA PLC | 1,734,500 | $151.6B | 3.57% | |
| 8 | FLEXFLEX LTD | 8,255,000 | $151.3B | 3.56% | |
| 9 | K6BKBR INC | 2,001,300 | $95.3B | 2.24% | |
| 10 | CVNACARVANA CO | 370,000 | $85.8B | 2.02% | |
| 11 | DENEURDENBURY INC | 780,600 | $59.8B | 1.41% | |
| 12 | PTONPELOTON INTERACTIVE INC | 1,645,000 | $58.8B | 1.38% | |
| 13 | PTVEPACTIV EVERGREEN INC | 3,375,000 | $42.8B | 1.01% | |
| 14 | TG7TRIUMPH GROUP INC NEW | 1,002,900 | $18.6B | 0.44% | |
| 15 | —ORION ACQUISITION CORP | 500,000 | $4.9B | 0.12% | |
| 16 | —GOLDEN ARROW MERGER CORP | 375,000 | $3.7B | 0.09% | |
| 17 | SMFRUSDSEMA4 HOLDINGS CORP | 500,000 | $2.2B | 0.05% | |
| 18 | —EMPOWERMENT & INCLUSION CAPI | 200,000 | $2.0B | 0.05% | |
| 19 | WGSWWSEMA4 HOLDINGS CORP | 1,155,000 | $1.1B | 0.03% | |
| 20 | —EQRX INC | 200,000 | $213.0M | 0.01% |