Manager activity
Sachem Head Capital Management LP
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 7
Add · 4
Reduce · 3
Exit · 8
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| New | Primo Brands Corporation | +17,095,000 | New | +7.75 pp | 5/15/2026 |
| New | Weatherford Intl PLC | +2,525,000 | New | +5.75 pp | 5/15/2026 |
| New | Icon PLC | +2,105,000 | New | +5.61 pp | 5/15/2026 |
| Exit | WARNER BROS DISCOVERY INC | -7,995,000 | Exit | -5.40 pp | 5/15/2026 |
| New | Gildan Activewear Inc | +4,140,000 | New | +5.55 pp | 5/15/2026 |
| Reduce | Echostar Corp | -2,222,400 | -42.5% | -4.85 pp | 5/15/2026 |
| Exit | ADMA BIOLOGICS INC | -11,375,000 | Exit | -4.86 pp | 5/15/2026 |
| Exit | CVS HEALTH CORP | -2,585,000 | Exit | -4.81 pp | 5/15/2026 |
| Exit | LIVE NATION ENTERTAINMENT IN | -1,216,700 | Exit | -4.07 pp | 5/15/2026 |
| Exit | ZOOMINFO TECHNOLOGIES INC | -14,795,000 | Exit | -3.53 pp | 5/15/2026 |
| Exit | HUT 8 CORP | -2,825,000 | Exit | -3.04 pp | 5/15/2026 |
| New | On Semiconductor Corp | +1,945,000 | New | +2.90 pp | 5/15/2026 |
| Add | Talen Energy Corp | +547,500 | +54.8% | +3.11 pp | 5/15/2026 |
| New | Bitdeer Technologies Group | +9,635,000 | New | +2.01 pp | 5/15/2026 |
| Add | Dicks Sporting Goods Inc | +385,000 | +31.6% | +2.00 pp | 5/15/2026 |
| Reduce | Coherent Corp | -645,000 | -40.1% | -1.43 pp | 5/15/2026 |
| Exit | KENVUE INC | -3,310,000 | Exit | -1.34 pp | 5/15/2026 |
| Exit | RESIDEO TECHNOLOGIES INC | -1,625,000 | Exit | -1.34 pp | 5/15/2026 |
| New | Akamai Technologies Inc | +235,000 | New | +0.65 pp | 5/15/2026 |
| Reduce | GDS Hldgs Ltd | -615,000 | -6.6% | +0.82 pp | 5/15/2026 |
| Add | Carvana Co | +165,000 | +26.4% | -0.20 pp | 5/15/2026 |
| Add | Invesco Exchange Traded FD T | +43,400 | +28.3% | +0.22 pp | 5/15/2026 |