13F HOLDINGS REPORT
Sachem Head Capital Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000902664-25-001012
Total Value
$1.82B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TWILIO INC | TWLO | 3,295,000 | $356.1M | 19.62% |
| 2 | US FOODS HLDG CORP | USFD | 3,620,000 | $244.2M | 13.45% |
| 3 | TALEN ENERGY CORP | TLN | 910,000 | $183.3M | 10.10% |
| 4 | WESTERN DIGITAL CORP | WDC | 2,967,900 | $177.0M | 9.75% |
| 5 | SYNCHRONY FINANCIAL | SYF-PB | 2,197,500 | $142.8M | 7.87% |
| 6 | NEXTRACKER INC | NXT | 2,977,500 | $108.8M | 5.99% |
| 7 | SOTERA HEALTH CO | SHC | 7,910,000 | $108.2M | 5.96% |
| 8 | COHERENT CORP | COHR | 1,131,500 | $107.2M | 5.91% |
| 9 | OKTA INC | OKTA | 1,340,000 | $105.6M | 5.82% |
| 10 | ZOOMINFO TECHNOLOGIES INC | GTM | 8,335,000 | $87.6M | 4.83% |
| 11 | WARNER BROS DISCOVERY INC | WBD | 6,135,000 | $64.8M | 3.57% |
| 12 | ACADIA HEALTHCARE COMPANY IN | ACHC | 1,330,000 | $52.7M | 2.91% |
| 13 | SPRINKLR INC | CXM | 5,745,000 | $48.5M | 2.67% |
| 14 | CVS HEALTH CORP | CVS | 625,000 | $28.1M | 1.55% |