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Name: |
Sachem Head Capital Management LP |
City: |
New York |
State: |
NY |
Zip: |
10022 |
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data |
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Holdings
Found :
16 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
USFD |
Us Foods Holding Corp. |
1 |
- |
$54.71 |
$859,897,000 |
15,932,877 |
39.79% |
136,385,000 |
0 |
6.447 |
N/A |
|
IFF |
International Flavors & Fra... |
2 |
- |
$97.90 |
$282,921,000 |
3,290,158 |
13.09% |
-104,711,000 |
-1,497,193 |
1.322 |
Specialty Chemicals |
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TWLO |
Twilio Inc |
3 |
New |
$60.45 |
$201,489,000 |
3,295,000 |
9.32% |
201,489,000 |
3,295,000 |
1.956 |
N/A |
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ZI |
Zoominfo Technologies Inc. |
4 |
- |
$13.04 |
$168,475,000 |
10,510,000 |
7.8% |
93,406,000 |
6,450,000 |
2.607 |
N/A |
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NXT |
Nextracker Inc. |
5 |
- |
$47.05 |
$133,107,000 |
2,365,500 |
6.16% |
106,402,000 |
1,795,500 |
1.732 |
N/A |
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APD |
Air Products & Chemicals Inc |
6 |
New |
$264.66 |
$111,686,000 |
461,000 |
5.17% |
111,686,000 |
461,000 |
0.209 |
Diversified Chemicals |
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CRM |
Salesforce.com Inc |
7 |
- |
$283.76 |
$100,986,000 |
335,300 |
4.67% |
-27,637,000 |
-153,500 |
0.037 |
Internet Software & S... |
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SHC |
Sotera Health Co |
8 |
New |
$0.00 |
$94,999,000 |
7,910,000 |
4.4% |
94,999,000 |
7,910,000 |
2.851 |
N/A |
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STX |
Seagate Technology |
9 |
- |
$93.60 |
$80,488,000 |
865,000 |
3.72% |
6,643,000 |
0 |
0.378 |
Data Storage Devices |
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CXM |
Sprinklr, Inc. |
10 |
New |
$12.28 |
$77,240,000 |
6,295,000 |
3.57% |
77,240,000 |
6,295,000 |
4.152 |
N/A |
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OKTA |
Okta, Inc. |
11 |
- |
$101.38 |
$49,789,000 |
475,900 |
2.3% |
-30,194,000 |
-407,600 |
0.312 |
N/A |
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FLEX |
Flextronics International Ltd |
14 |
Closed |
$29.75 |
$0 |
0 |
0% |
-255,559,000 |
-8,390,000 |
0 |
Printed Circuit Boards |
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BIO |
Bio Rad Laboratories Inc |
16 |
Closed |
$289.45 |
$0 |
0 |
0% |
-50,597,000 |
-156,700 |
0 |
Scientific & Technica... |
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RCM |
R1 Rcm Inc |
15 |
Closed |
$12.28 |
$0 |
0 |
0% |
-101,525,000 |
-9,605,000 |
0 |
N/A |
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FTRE |
Fortrea Holdings Inc. |
13 |
Closed |
$26.31 |
$0 |
0 |
0% |
-31,934,000 |
-915,000 |
0 |
N/A |
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FMX |
Fomento Economico Mexicano ... |
12 |
Closed |
$117.51 |
$0 |
0 |
0% |
-42,690,000 |
-327,500 |
0 |
Beverage - Brewers |
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