Sachem Head Capital Management LP Q4 2022 Filing
Filed February 10, 2023
Portfolio Value
$2559.5T
Holdings
18
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,446,239 | $675.8T | 26.40% | |
| 2 | USFDUS FOODS HLDG CORP | 18,932,877 | $644.1T | 25.16% | |
| 3 | OLNOLIN CORP | 6,450,000 | $341.5T | 13.34% | |
| 4 | FLEXFLEX LTD | 10,785,000 | $231.4T | 9.04% | |
| 5 | FMXFOMENTO ECONOMICO MEXICANO S | 1,664,500 | $130.0T | 5.08% | |
| 6 | ATVIEURACTIVISION BLIZZARD INC | 1,119,300 | $85.7T | 3.35% | |
| 7 | RCM1USDR1 RCM INC | 6,790,000 | $74.4T | 2.90% | |
| 8 | UBERUBER TECHNOLOGIES INC | 2,784,500 | $68.9T | 2.69% | |
| 9 | SMARGBPSMARTSHEET INC | 1,670,000 | $65.7T | 2.57% | |
| 10 | SPBSPECTRUM BRANDS HLDGS INC NE | 1,051,000 | $64.0T | 2.50% | |
| 11 | OKTAOKTA INC | 866,500 | $59.2T | 2.31% | |
| 12 | ELANELANCO ANIMAL HEALTH INC | 3,422,678 | $41.8T | 1.63% | |
| 13 | NEWREURNEW RELIC INC | 645,000 | $36.4T | 1.42% | |
| 14 | SPYSPDR S&P 500 ETF TR | 39,800 | $15.2T | 0.59% | |
| 15 | LIVNLIVANOVA PLC | 185,000 | $10.3T | 0.40% | |
| 16 | ESTCELASTIC N V | 160,178 | $8.2T | 0.32% | |
| 17 | —MOMENTIVE GLOBAL INC | 895,000 | $6.3T | 0.24% | |
| 18 | OPENOPENDOOR TECHNOLOGIES INC | 485,000 | $562.6B | 0.02% |