Sachem Head Capital Management LP
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
19
- Value ($000)
$3,203,365
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001582090
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TWLO TWILIO INC | CL A | 90138F102 | $409.77M | 13 % | 3,295,000 | ||
TLN TALEN ENERGY CORP | COM | 87422Q109 | $393.88M | 12 % | 1,354,600 | ||
STX SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | $219.74M | 7 % | 1,522,500 | ||
KVUE KENVUE INC | COM | 49177J102 | $212.65M | 7 % | 10,160,000 | ||
GDS GDS HLDGS LTD | SPONSORED ADS | 36165L108 | $210.31M | 7 % | 6,879,485 | ||
CVS CVS HEALTH CORP | COM | 126650100 | $208.32M | 7 % | 3,020,000 | ||
COHR COHERENT CORP | COM | 19247G107 | $202.73M | 6 % | 2,272,500 | ||
ZI ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | $152.81M | 5 % | 15,100,000 | ||
FUN SIX FLAGS ENTERTAINMENT CORP | COM | 83001C108 | $148.50M | 5 % | 4,880,000 | ||
SYF SYNCHRONY FINANCIAL | COM | 87165B103 | $146.66M | 5 % | 2,197,500 |
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