Sachem Head Capital Management LP
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
19
- Value ($000)
$3,539,980
- Date Filed 11/14/2025
- Form type13F-HR
- CIK 0001582090
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
K Kenvue Inc | COM | 49177J102 | $495.50M | 14 % | 30,530,000 | ||
P Performance Food Group Co | COM | 71377A103 | $348.53M | 10 % | 3,350,000 | ||
T Twilio Inc | CL A | 90138F102 | $329.80M | 9 % | 3,295,000 | ||
G GDS Hldgs Ltd | SPONSORED ADS | 36165L108 | $248.26M | 7 % | 6,415,000 | ||
T Talen Energy Corp | COM | 87422Q109 | $246.72M | 7 % | 580,000 | ||
C CVS Health Corp | COM | 126650100 | $237.48M | 7 % | 3,150,000 | ||
D Dicks Sporting Goods Inc | COM | 253393102 | $224.13M | 6 % | 1,008,600 | ||
C Coherent Corp | COM | 19247G107 | $219.21M | 6 % | 2,035,000 | ||
T Somnigroup International Inc | COM | 88023U101 | $216.31M | 6 % | 2,565,000 | ||
Z ZoomInfo Technologies Inc | COMMON STOCK | 98980F104 | $167.96M | 5 % | 15,395,000 |
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