Profiles >> Sachem Head Capital Management LP >> 13Fs >> 2020-06-30
Sachem Head Capital Management LP
Last Updated: 3/2/2021
Sachem Head Capital Management LP is a Limited Partnership that started in 2012 and is primarily owned and controlled by Scott D. Ferguson. To see a profile of the company, click here.
Below is the 13F Filing for Sachem Head Capital Management LP for Report Period 2020-06-30. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.
Historical 13F Holdings - 2020-06-30
| Issuer | Title of Class | CUSIP | Value(1000s) | Share | SH/PRN | Put/Call | Investment Discretion | Other Manager | Sole | Shared | None |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALTICE USA INC | CL A | 02156K103 | 85652 | 3800000 | SH | SOLE | 3800000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 58470 | 1500000 | SH | SOLE | 1500000 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 16320 | 2125000 | SH | SOLE | 2125000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 50008 | 660000 | SH | SOLE | 660000 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 214522 | 3055000 | SH | SOLE | 3055000 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 73800 | 7200000 | SH | SOLE | 7200000 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 67650 | 3000000 | SH | SOLE | 3000000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 87115 | 3325000 | SH | SOLE | 3325000 | 0 | 0 | ||
| GRAND CANYON ED INC | COM | 38526M106 | 63371 | 700000 | SH | SOLE | 700000 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 43019 | 1700000 | SH | SOLE | 1700000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 171776 | 14950000 | SH | SOLE | 14950000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 59429 | 6700000 | SH | SOLE | 6700000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 37695 | 690000 | SH | SOLE | 690000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 90855 | 485000 | SH | SOLE | 485000 | 0 | 0 | ||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 73128 | 3300000 | SH | SOLE | 3300000 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 17218 | 315000 | SH | SOLE | 315000 | 0 | 0 | ||
| 2U INC | COM | 90214J101 | 52794 | 1390775 | SH | SOLE | 1390775 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 52836 | 1700000 | SH | SOLE | 1700000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 88740 | 4500000 | SH | SOLE | 4500000 | 0 | 0 |