Sachem Head Capital Management LP

Q4 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    14

  • Value ($000)

    $1,815,020

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TWLO
TWLO

TWILIO INC

CL A
$356.12M
20 %

3,295,000

USFD
USFD

US FOODS HLDG CORP

COM
$244.21M
14 %

3,620,000

TLN
TLN

TALEN ENERGY CORP

COM
$183.34M
10 %

910,000

WDC
WDC

WESTERN DIGITAL CORP

COM
$176.98M
10 %

2,967,900

SYF
SYF

SYNCHRONY FINANCIAL

COM
$142.84M
8 %

2,197,500

---

NEXTRACKER INC

CLASS A COM
$108.77M
6 %

2,977,500

SHC
SHC

SOTERA HEALTH CO

COM
$108.21M
6 %

7,910,000

COHR
COHR

COHERENT CORP

COM
$107.19M
6 %

1,131,500

OKTA
OKTA

OKTA INC

CL A
$105.59M
6 %

1,340,000

ZI
ZI

ZOOMINFO TECHNOLOGIES INC

COMMON STOCK
$87.60M
5 %

8,335,000

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