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Sachem Head Capital Management LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    19

  • Value ($000)

    $4,151,193

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001582090
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TLN

Talen Energy Corp

COM
87422Q109
$494.01M
12 %

1,547,500

S
SATS

Echostar Corp

CL A
278768106
$351.8M
9 %

3,005,000

G
GDS

GDS Hldgs Ltd

SPONSORED ADS
36165L108
$349.92M
8 %

8,685,000

---

Primo Brands Corporation

CLASS A COM SHS
741623102
$321.9M
8 %

17,095,000

D
DKS

Dicks Sporting Goods Inc

COM
253393102
$318.26M
8 %

1,605,000

T
TWLO

Twilio Inc

CL A
90138F102
$288.76M
7 %

2,295,000

P
PFGC

Performance Food Group Co

COM
71377A103
$286.96M
7 %

3,350,000

C
CVNA

Carvana Co

CL A
146869102
$248.36M
6 %

790,000

---

Weatherford Intl PLC

ORD SHS
G48833118
$238.81M
6 %

2,525,000

I
ICLR

Icon PLC

SHS
G4705A100
$232.94M
6 %

2,105,000

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