Sachem Head Capital Management LP activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
7
Add
4
Reduce
4
Exit
7
22 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| STX | New | 0% to 9.5% | $455M | Q1→Q2 |
| MKSI | New | 0% to 7.5% | $361M | Q1→Q2 |
| CELH | New | 0% to 5.5% | $266M | Q1→Q2 |
| Golar LNG | New | 0% to 3.7% | $180M | Q1→Q2 |
| BRKR | New | 0% to 3.6% | $175M | Q1→Q2 |
| STM | New | 0% to 3.4% | $165M | Q1→Q2 |
| RIOT | New | 0% to 1.6% | $78M | Q1→Q2 |
| SATS | Exit | 8.5% to 0% | $352M | Q1→Q2 |
| WFRD | Exit | 5.8% to 0% | $239M | Q1→Q2 |
| ICLR | Exit | 5.6% to 0% | $233M | Q1→Q2 |
| COHR | Exit | 5.5% to 0% | $230M | Q1→Q2 |
| ON | Exit | 2.9% to 0% | $120M | Q1→Q2 |
| CXM | Exit | 0.83% to 0% | $34M | Q1→Q2 |
| AKAM | Exit | 0.65% to 0% | $27M | Q1→Q2 |
| SHC | Add | 4.0% to 5.7% | +33.6% sh | Q1→Q2 |
| PRMB | Add | 7.8% to 9.0% | +4.1% sh | Q1→Q2 |
| RSP | Add | 0.91% to 1.2% | +34.9% sh | Q1→Q2 |
| CVNA | Add | 6.0% to 6.1% | +466.5% sh | Q1→Q2 |
| TWLO | Reduce | 7.0% to 2.7% | −73.0% sh | Q1→Q2 |
| GIL | Reduce | 5.6% to 3.9% | −12.1% sh | Q1→Q2 |
| TLN | Reduce | 11.9% to 10.9% | −11.5% sh | Q1→Q2 |
| DKS | Reduce | 7.7% to 7.0% | −7.2% sh | Q1→Q2 |