Sachem Head Capital Management LP
CIK Number: 0001582090
Main Sectors:
Filing Date: Aug 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TWLO | Twilio Inc. | 105.44 | +2.67% | 3.29M | 0.00% | 409.77M | 62.45 | 12.79% | Share |
| 2 | TLN | Talen Energy Co... | 434.07 | +1.66% | 1.35M | -21.93% | 393.88M | 188.43 | 12.30% | Share |
| 3 | STX | Seagate Technol... | 254.74 | -0.82% | 1.52M | +2.18% | 219.74M | 86.22 | 6.86% | Share |
| 4 | KVUE | Kenvue Inc. | 15.72 | -0.79% | 10.16M | +100.00% | 212.65M | 20.93 | 6.64% | Share |
| 5 | GDS | GDS Holdings Li... | 41.35 | +2.78% | 6.88M | +63.21% | 210.31M | 27.36 | 6.57% | Share |
| 6 | CVS | CVS Health Corp... | 77.45 | +0.75% | 3.02M | -3.51% | 208.32M | 66.12 | 6.50% | Share |
| 7 | COHR | Coherent, Inc. | 112.82 | -1.6% | 2.27M | -18.11% | 202.73M | 70.56 | 6.33% | Share |
| 8 | GTM | ZoomInfo Techno... | 10.45 | +1.75% | 15.1M | -10.15% | 152.81M | 5.12 | 4.77% | Share |
| 9 | FUN | Six Flags Enter... | 23.39 | +3.11% | 4.88M | +100.00% | 148.5M | 30.43 | 4.64% | Share |
| 10 | SYF | Synchrony Finan... | 70.26 | +0.60% | 2.2M | 0.00% | 146.66M | 65 | 4.58% | Share |
| 11 | VST | Vistra Corp. | 202.63 | +0.56% | 695.2K | +100.00% | 134.74M | 193.81 | 4.21% | Share |
| 12 | DKS | DICK'S Sporting... | 230.51 | -1% | 652.6K | +100.00% | 129.09M | 197.81 | 4.03% | Share |
| 13 | NCNO | nCino, Inc. | 25.88 | -1.03% | 4.49M | -8.87% | 125.66M | 27.47 | 3.92% | Share |
| 14 | HSIC | Henry Schein, I... | 66.03 | +0.66% | 1.65M | +100.00% | 120.8M | 73.05 | 3.77% | Share |
| 15 | USFD | US Foods Holdin... | 75.55 | +0.37% | 1.49M | -53.07% | 114.74M | 32.93 | 3.58% | Share |
| 16 | ACHC | Acadia Healthca... | 26.62 | +8.43% | 4.21M | +15.96% | 95.64M | 32.21 | 2.99% | Share |
| 17 | SHC | Sotera Health C... | 15.88 | -1.91% | 7.91M | 0.00% | 87.96M | 11.7 | 2.75% | Share |
| 18 | CXM | Sprinklr, Inc. | 7.74 | -0.24% | 5.75M | 0.00% | 48.6M | 11.85 | 1.52% | Share |
| 19 | NXT | Nextracker Inc. | 79.36 | +4.95% | 750K | -74.81% | 40.78M | 51.94 | 1.27% | Share |
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