Universe · entity
Sachem Head Capital Management LP
Institutional manager (13F) · CIK 1582090
13F holdings · as of 2026-03-31 · top 19 · reported portfolio $4.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Talen Energy Corp | $494M | 1,547,500 |
| 2 | Echostar Corp | $352M | 3,005,000 |
| 3 | GDS Hldgs Ltd | $350M | 8,685,000 |
| 4 | Primo Brands Corporation | $322M | 17,095,000 |
| 5 | Dicks Sporting Goods Inc | $318M | 1,605,000 |
| 6 | Twilio Inc | $289M | 2,295,000 |
| 7 | Performance Food Group Co | $287M | 3,350,000 |
| 8 | Carvana Co | $248M | 790,000 |
| 9 | Weatherford Intl PLC | $239M | 2,525,000 |
| 10 | Icon PLC | $233M | 2,105,000 |
| 11 | Gildan Activewear Inc | $230M | 4,140,000 |
| 12 | Coherent Corp | $230M | 965,000 |
| 13 | Sotera Health Co | $167M | 11,645,000 |
| 14 | On Semiconductor Corp | $120M | 1,945,000 |
| 15 | Six Flags Entertainment Corp | $89M | 5,030,000 |
| 16 | Bitdeer Technologies Group | $83M | 9,635,000 |
| 17 | Invesco Exchange Traded FD T | $38M | 196,500 |
| 18 | Sprinklr Inc | $34M | 5,745,000 |
| 19 | Akamai Technologies Inc | $27M | 235,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.