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Size ($ in 1000's)
At 12/31/2023: $2,137,051
At 09/30/2023: $2,151,990
Sachem Head Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sachem Head Capital Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Sachem Head Capital Management LP top holdings by largest position size, as per the latest 13f filing made by Sachem Head Capital Management LP.
In the Sachem Head Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sachem Head Capital Management LP in that top holding, then the share count change between reporting periods, and finally the Sachem Head Capital Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| US FOODS HLDG CORP |
15,932,877 |
-3,000,000 |
$723,512 | | USFD | 15,932,877 | -3,000,000 | $723,512 | | INTERNATIONAL FLAVORS&FRAGRA |
4,787,351 |
-3,943,288 |
$387,632 | | IFF | 4,787,351 | -3,943,288 | $387,632 | | FLEX LTD |
8,390,000 |
+6,415,000 |
$255,559 | | FLEX | 8,390,000 | +6,415,000 | $255,559 | | SALESFORCE INC |
488,800 |
-76,600 |
$128,623 | | CRM | 488,800 | -76,600 | $128,623 | | R1 RCM INC |
9,605,000 |
+4,944,200 |
$101,525 | | RCM | 9,605,000 | +4,944,200 | $101,525 | | OKTA INC |
883,500 |
+454,500 |
$79,983 | | OKTA | 883,500 | +454,500 | $79,983 | | ZOOMINFO TECHNOLOGIES INC |
4,060,000 |
+2,525,000 |
$75,069 | | ZI | 4,060,000 | +2,525,000 | $75,069 | | SEAGATE TECHNOLOGY HLDNGS PL |
865,000 |
+865,000 |
$73,845 | | STX | 865,000 | +865,000 | $73,845 | | BIO RAD LABS INC |
156,700 |
+156,700 |
$50,597 | | BIO | 156,700 | +156,700 | $50,597 | | FOMENTO ECONOMICO MEXICANO S |
327,500 |
-292,500 |
$42,690 | | FMX | 327,500 | -292,500 | $42,690 | | FORTREA HLDGS INC |
915,000 |
+915,000 |
$31,934 | | FTRE | 915,000 | +915,000 | $31,934 | | NEXTRACKER INC |
570,000 |
+570,000 |
$26,704 | | NXT | 570,000 | +570,000 | $26,704 |
See Full List: All Stocks Held By Sachem Head Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Sachem Head Capital Management LP
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