13F HOLDINGS REPORT
Sachem Head Capital Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000902664-25-003631
Total Value
$3.20B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TWILIO INC | TWLO | 3,295,000 | $409.8M | 12.79% |
| 2 | TALEN ENERGY CORP | TLN | 1,354,600 | $393.9M | 12.30% |
| 3 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 1,522,500 | $219.7M | 6.86% |
| 4 | KENVUE INC | KVUE | 10,160,000 | $212.6M | 6.64% |
| 5 | GDS HLDGS LTD | GDHLF | 6,879,485 | $210.3M | 6.57% |
| 6 | CVS HEALTH CORP | CVS | 3,020,000 | $208.3M | 6.50% |
| 7 | COHERENT CORP | COHR | 2,272,500 | $202.7M | 6.33% |
| 8 | ZOOMINFO TECHNOLOGIES INC | GTM | 15,100,000 | $152.8M | 4.77% |
| 9 | SIX FLAGS ENTERTAINMENT CORP | FUN | 4,880,000 | $148.5M | 4.64% |
| 10 | SYNCHRONY FINANCIAL | SYF-PB | 2,197,500 | $146.7M | 4.58% |
| 11 | VISTRA CORP | VST | 695,200 | $134.7M | 4.21% |
| 12 | DICKS SPORTING GOODS INC | 253393102 | 652,600 | $129.1M | 4.03% |
| 13 | NCINO INC | NCNO | 4,492,600 | $125.7M | 3.92% |
| 14 | HENRY SCHEIN INC | HSIC | 1,653,600 | $120.8M | 3.77% |
| 15 | US FOODS HLDG CORP | USFD | 1,490,000 | $114.7M | 3.58% |
| 16 | ACADIA HEALTHCARE COMPANY IN | ACHC | 4,215,000 | $95.6M | 2.99% |
| 17 | SOTERA HEALTH CO | SHC | 7,910,000 | $88.0M | 2.75% |
| 18 | SPRINKLR INC | CXM | 5,745,000 | $48.6M | 1.52% |
| 19 | NEXTRACKER INC | NXT | 750,000 | $40.8M | 1.27% |