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13F-HR Detail
Sachem Head Capital Management LP
Holdings and quarter-over-quarter position changes from tracked 13F filings.
Portfolio Value
$3.8B
-0.7% QoQ
Holdings
17
Q1 2026
Last Filed
May 15, 2026
Next Expected
Aug 14, 2026
Quarter
TickerValue HeldShares
Position Δ
$494.0M
1.5M
+548K shares
$351.8M
3.0M
-2.2M shares
$349.9M
8.7M
-615K shares
$321.9M
17.1M
New position
$288.8M
2.3M
No share change
$287.0M
3.4M
No share change
$248.4M
790.0K
+165K shares
$238.8M
2.5M
New position
$232.9M
2.1M
New position
$230.4M
4.1M
New position
$229.9M
965.0K
-645K shares
$167.0M
11.6M
No share change
$120.4M
1.9M
New position
$89.3M
5.0M
No share change
$83.3M
9.6M
New position
$34.5M
5.7M
No share change
$27.0M
235.0K
New position
Showing 1–17 of 17