13F HOLDINGS REPORT
Sachem Head Capital Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000902664-25-002381
Total Value
$2.49B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TALEN ENERGY CORP | TLN | 1,735,000 | $346.4M | 13.89% |
| 2 | TWILIO INC | TWLO | 3,295,000 | $322.6M | 12.93% |
| 3 | CVS HEALTH CORP | CVS | 3,130,000 | $212.1M | 8.50% |
| 4 | US FOODS HLDG CORP | USFD | 3,175,000 | $207.8M | 8.33% |
| 5 | COHERENT CORP | COHR | 2,775,000 | $180.2M | 7.22% |
| 6 | ZOOMINFO TECHNOLOGIES INC | GTM | 16,805,000 | $168.1M | 6.74% |
| 7 | NCINO INC | NCNO | 4,930,000 | $135.4M | 5.43% |
| 8 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 1,490,000 | $126.6M | 5.07% |
| 9 | NEXTRACKER INC | NXT | 2,977,500 | $125.5M | 5.03% |
| 10 | WARNER BROS DISCOVERY INC | WBD | 11,330,000 | $121.6M | 4.87% |
| 11 | SYNCHRONY FINANCIAL | SYF-PB | 2,197,500 | $116.3M | 4.66% |
| 12 | ACADIA HEALTHCARE COMPANY IN | ACHC | 3,635,000 | $110.2M | 4.42% |
| 13 | GDS HLDGS LTD | GDHLF | 4,215,000 | $106.8M | 4.28% |
| 14 | SOTERA HEALTH CO | SHC | 7,910,000 | $92.2M | 3.70% |
| 15 | WESTERN DIGITAL CORP | WDC | 1,845,000 | $74.6M | 2.99% |
| 16 | SPRINKLR INC | CXM | 5,745,000 | $48.0M | 1.92% |