Sachem Head Capital Management LP
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
16
- Value ($000)
$2,494,347
- Date Filed05/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TLN TALEN ENERGY CORP | COM | 87422Q109 | $346.43M | 14 % | 1,735,000 | ||
TWLO TWILIO INC | CL A | 90138F102 | $322.61M | 13 % | 3,295,000 | ||
CVS CVS HEALTH CORP | COM | 126650100 | $212.06M | 9 % | 3,130,000 | ||
USFD US FOODS HLDG CORP | COM | 912008109 | $207.84M | 8 % | 3,175,000 | ||
COHR COHERENT CORP | COM | 19247G107 | $180.21M | 7 % | 2,775,000 | ||
ZI ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | $168.05M | 7 % | 16,805,000 | ||
NCNO NCINO INC | COM | 63947X101 | $135.43M | 5 % | 4,930,000 | ||
STX SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | $126.58M | 5 % | 1,490,000 | ||
NEXTRACKER INC | CLASS A COM | 65290E101 | $125.47M | 5 % | 2,977,500 | ||
WBD WARNER BROS DISCOVERY INC | COM SER A | 934423104 | $121.57M | 5 % | 11,330,000 |
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