Follow The Filings

STX position history

The shares of Seagate Technology (STX) that Sachem Head Capital Management LP reported in each quarter’s 13F.

Equity, ORD SHS

Shares held by quarter

New Add Reduce Exit

  1. 2023 Q4: 865,000 shares, $74M, 3.5% of portfolio, New
  2. 2024 Q1: 865,000 shares, $80M, 3.4% of portfolio
  3. 2024 Q2: 1,012,300 shares, $105M, 5.2% of portfolio, Add +17.0%
  4. 2024 Q3: not held, Exit
  5. 2024 Q4: not held
  6. 2025 Q1: 1,490,000 shares, $127M, 5.1% of portfolio, New
  7. 2025 Q2: 1,522,500 shares, $220M, 6.9% of portfolio, Add +2.2%
  8. 2025 Q3: not held, Exit
  9. 2025 Q4: not held
  10. 2026 Q1: not held
  11. 2026 Q2: 472,000 shares, $455M, 9.5% of portfolio, New
Holdings date Value % of holdings Shares Filing date All 13F holders