Manager
Sachem Head Capital Management LP
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| New | Primo Brands Corporation | +17,095,000 | +7.75 pp |
| New | Weatherford Intl PLC | +2,525,000 | +5.75 pp |
| New | Icon PLC | +2,105,000 | +5.61 pp |
| Exit | WARNER BROS DISCOVERY INC | -7,995,000 | -5.40 pp |
| New | Gildan Activewear Inc | +4,140,000 | +5.55 pp |
| Reduce | Echostar Corp | -2,222,400 | -4.85 pp |
| Exit | ADMA BIOLOGICS INC | -11,375,000 | -4.86 pp |
| Exit | CVS HEALTH CORP | -2,585,000 | -4.81 pp |
| Exit | LIVE NATION ENTERTAINMENT IN | -1,216,700 | -4.07 pp |
| Exit | ZOOMINFO TECHNOLOGIES INC | -14,795,000 | -3.53 pp |
| Exit | HUT 8 CORP | -2,825,000 | -3.04 pp |
| New | On Semiconductor Corp | +1,945,000 | +2.90 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000090266426002506 | Q1 2026 | 19 | 4,151,193,255 | 13F-HR | 5/15/2026 | Sachem Head Capital Management LP |
| 000090266426000995 | Q4 2025 | 20 | 4,265,181,116 | 13F-HR | 2/13/2026 | Sachem Head Capital Management LP |
| 000090266425005023 | Q3 2025 | 19 | 3,539,979,592 | 13F-HR | 11/14/2025 | Sachem Head Capital Management LP |
| 000090266425003631 | Q2 2025 | 19 | 3,203,364,868 | 13F-HR | 8/14/2025 | Sachem Head Capital Management LP |
| 000090266425002381 | Q1 2025 | 16 | 2,494,347,250 | 13F-HR | 5/15/2025 | Sachem Head Capital Management LP |
| 000090266425001012 | Q4 2024 | 14 | 1,815,019,547 | 13F-HR | 2/14/2025 | Sachem Head Capital Management LP |
| 000090266424006591 | Q3 2024 | 14 | 1,906,150,205 | 13F-HR | 11/14/2024 | Sachem Head Capital Management LP |