Q4 2024 · 13F-HR
Sachem Head Capital Management LPholdings as filed
Filed 2025-02-14 · accession 0000902664-25-001012
$1.82B
Reported value
14
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 90138F102 | TWLO | TWILIO INC | $356.1M | 19.6% | 3,295,000 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $244.2M | 13.5% | 3,620,000 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $183.3M | 10.1% | 910,000 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $177.0M | 9.75% | 2,967,900 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $142.8M | 7.87% | 2,197,500 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $108.8M | 5.99% | 2,977,500 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $108.2M | 5.96% | 7,910,000 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $107.2M | 5.91% | 1,131,500 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $105.6M | 5.82% | 1,340,000 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $87.6M | 4.83% | 8,335,000 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $64.8M | 3.57% | 6,135,000 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $52.7M | 2.91% | 1,330,000 | Common | SOLE |
| 85208T107 | CXM | SPRINKLR INC | $48.5M | 2.67% | 5,745,000 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $28.1M | 1.55% | 625,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.