Sachem Head Capital Management LP
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
20
- Value ($000)
$4,265,181
- Date Filed02/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ECHOSTAR CORP | CL A | 278768106 | $568.22M | 13 % | 5,227,400 | ||
TALEN ENERGY CORP | COM | 87422Q109 | $374.84M | 9 % | 1,000,000 | ||
TWILIO INC | CL A | 90138F102 | $326.44M | 8 % | 2,295,000 | ||
GDS HLDGS LTD | SPONSORED ADS | 36165L108 | $324.57M | 8 % | 9,300,000 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | $301.23M | 7 % | 3,350,000 | ||
COHERENT CORP | COM | 19247G107 | $297.16M | 7 % | 1,610,000 | ||
CARVANA CO | CL A | 146869102 | $263.76M | 6 % | 625,000 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | $241.52M | 6 % | 1,220,000 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | $230.42M | 5 % | 7,995,000 | ||
ADMA BIOLOGICS INC | COM | 000899104 | $207.48M | 5 % | 11,375,000 |
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