Sachem Head Capital Management LP
CIK Number: 0001582090
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TLN | Talen Energy Co... | 380.60 | +0.09% | 1.74M | +90.66% | 346.43M | 188.43 | 13.89% | Share |
| 2 | TWLO | Twilio Inc. | 100.79 | -0.9% | 3.29M | 0.00% | 322.61M | 62.45 | 12.93% | Share |
| 3 | CVS | CVS Health Corp... | 66.70 | +1.22% | 3.13M | +400.80% | 212.06M | 66.12 | 8.50% | Share |
| 4 | USFD | US Foods Holdin... | 77.12 | -1.95% | 3.17M | -12.29% | 207.84M | 32.93 | 8.33% | Share |
| 5 | COHR | Coherent, Inc. | 91.65 | -19.61% | 2.77M | +145.25% | 180.21M | 70.56 | 7.22% | Share |
| 6 | ZI | ZoomInfo Techno... | 9.35 | +1.19% | 16.8M | +101.62% | 168.05M | 5.12 | 6.74% | Share |
| 7 | NCNO | nCino, Inc. | 27.55 | -2.13% | 4.93M | +100.00% | 135.43M | 27.47 | 5.43% | Share |
| 8 | STX | Seagate Technol... | 155.73 | -0.76% | 1.49M | +100.00% | 126.58M | 84.95 | 5.07% | Share |
| 9 | NXT | Nextracker Inc. | 53.99 | -2.35% | 2.98M | 0.00% | 125.47M | 51.94 | 5.03% | Share |
| 10 | WBD | Warner Bros. Di... | 11.78 | -2.24% | 11.33M | +84.68% | 121.57M | 10.64 | 4.87% | Share |
| 11 | SYF | Synchrony Finan... | 72.83 | +0.33% | 2.2M | 0.00% | 116.34M | 65 | 4.66% | Share |
| 12 | ACHC | Acadia Healthca... | 20.66 | -0.53% | 3.63M | +173.31% | 110.21M | 33.73 | 4.42% | Share |
| 13 | GDS | GDS Holdings Li... | 31.81 | -6.22% | 4.21M | +100.00% | 106.77M | 25.33 | 4.28% | Share |
| 14 | SHC | Sotera Health C... | 15.76 | +0.25% | 7.91M | 0.00% | 92.23M | 11.7 | 3.70% | Share |
| 15 | WDC | Western Digital... | 76.21 | +0.18% | 1.84M | -37.83% | 74.59M | 68.71 | 2.99% | Share |
| 16 | CXM | Sprinklr, Inc. | 8.04 | -2.6% | 5.75M | 0.00% | 47.97M | 11.85 | 1.92% | Share |