13F HOLDINGS REPORT
Sachem Head Capital Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000902664-25-005023
Total Value
$3.54B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Kenvue Inc | KVUE | 30,530,000 | $495.5M | 14.00% |
| 2 | Performance Food Group Co | PFGC | 3,350,000 | $348.5M | 9.85% |
| 3 | Twilio Inc | TWLO | 3,295,000 | $329.8M | 9.32% |
| 4 | GDS Hldgs Ltd | GDHLF | 6,415,000 | $248.3M | 7.01% |
| 5 | Talen Energy Corp | TLN | 580,000 | $246.7M | 6.97% |
| 6 | CVS Health Corp | CVS | 3,150,000 | $237.5M | 6.71% |
| 7 | Dicks Sporting Goods Inc | 253393102 | 1,008,600 | $224.1M | 6.33% |
| 8 | Coherent Corp | COHR | 2,035,000 | $219.2M | 6.19% |
| 9 | Somnigroup International Inc | SGI | 2,565,000 | $216.3M | 6.11% |
| 10 | ZoomInfo Technologies Inc | GTM | 15,395,000 | $168.0M | 4.74% |
| 11 | Synchrony Financial | SYF-PB | 2,195,000 | $156.0M | 4.41% |
| 12 | ADMA Biologics Inc | ADMA | 8,960,000 | $131.4M | 3.71% |
| 13 | Sotera Health Co | SHC | 7,910,000 | $124.4M | 3.51% |
| 14 | Six Flags Entertainment Corp | FUN | 5,030,000 | $114.3M | 3.23% |
| 15 | Acadia Healthcare Company IN | ACHC | 4,215,000 | $104.4M | 2.95% |
| 16 | Warner Bros Discovery Inc | WBD | 3,860,000 | $75.4M | 2.13% |
| 17 | Sprinklr Inc | CXM | 5,745,000 | $44.4M | 1.25% |
| 18 | Figure Technology Solutio | FGRS | 910,000 | $33.1M | 0.93% |
| 19 | Confluent Inc | 20717M103 | 1,155,000 | $22.9M | 0.65% |