Manager activity

Sachem Head Capital Management LP

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

New 7

Add 4

Reduce 4

Exit 7

22 shown

ticker	action	Δ port	detail	period
STX	New	+9.45 pp	opened 9.5%	Q1→Q2
MKSI	New	+7.50 pp	opened 7.5%	Q1→Q2
CELH	New	+5.52 pp	opened 5.5%	Q1→Q2
Golar Lng	New	+3.74 pp	opened 3.7%	Q1→Q2
BRKR	New	+3.64 pp	opened 3.6%	Q1→Q2
STM	New	+3.42 pp	opened 3.4%	Q1→Q2
RIOT	New	+1.63 pp	opened 1.6%	Q1→Q2
SATS	Exit	−8.47 pp	was 8.5%	Q1→Q2
WFRD	Exit	−5.75 pp	was 5.8%	Q1→Q2
ICLR	Exit	−5.61 pp	was 5.6%	Q1→Q2
COHR	Exit	−5.54 pp	was 5.5%	Q1→Q2
ON	Exit	−2.90 pp	was 2.9%	Q1→Q2
CXM	Exit	−0.83 pp	was 0.83%	Q1→Q2
AKAM	Exit	−0.65 pp	was 0.65%	Q1→Q2
SHC	Add	+1.71 pp	+33.6% sh	Q1→Q2
PRMB	Add	+1.27 pp	+4.1% sh	Q1→Q2
RSP	Add	+0.26 pp	+34.9% sh	Q1→Q2
CVNA	Add	+0.13 pp	+466.5% sh	Q1→Q2
TWLO	Reduce	−4.30 pp	−73.0% sh	Q1→Q2
GIL	Reduce	−1.65 pp	−12.1% sh	Q1→Q2
TLN	Reduce	−0.98 pp	−11.5% sh	Q1→Q2
DKS	Reduce	−0.65 pp	−7.2% sh	Q1→Q2