Sachem Head Capital Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.8T
Holdings
14
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TWLOTWILIO INC | 3,295,000 | $356.1B | 19.62% | |
| 2 | USFDUS FOODS HLDG CORP | 3,620,000 | $244.2B | 13.45% | |
| 3 | TLNTALEN ENERGY CORP | 910,000 | $183.3B | 10.10% | |
| 4 | WDCWESTERN DIGITAL CORP | 2,967,900 | $177.0B | 9.75% | |
| 5 | SYFSYNCHRONY FINANCIAL | 2,197,500 | $142.8B | 7.87% | |
| 6 | NXTNEXTRACKER INC | 2,977,500 | $108.8B | 5.99% | |
| 7 | SHCSOTERA HEALTH CO | 7,910,000 | $108.2B | 5.96% | |
| 8 | COHRCOHERENT CORP | 1,131,500 | $107.2B | 5.91% | |
| 9 | OKTAOKTA INC | 1,340,000 | $105.6B | 5.82% | |
| 10 | GTMZOOMINFO TECHNOLOGIES INC | 8,335,000 | $87.6B | 4.83% | |
| 11 | WBDWARNER BROS DISCOVERY INC | 6,135,000 | $64.8B | 3.57% | |
| 12 | ACHCACADIA HEALTHCARE COMPANY IN | 1,330,000 | $52.7B | 2.91% | |
| 13 | CXMSPRINKLR INC | 5,745,000 | $48.5B | 2.67% | |
| 14 | CVSCVS HEALTH CORP | 625,000 | $28.1B | 1.55% |