SACHEM HEAD CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 11.64M | $205.42M |
 | ADMA | 11.38M | $207.48M |
 | GDS | 9.30M | $324.57M |
 | WBD | 8.00M | $230.42M |
 | CXM | 5.75M | $44.70M |
 | SATS | 5.23M | $568.22M |
 | FUN | 5.03M | $77.16M |
 | PFGC | 3.35M | $301.23M |
 | KVUE | 3.31M | $57.10M |
 | HUT | 2.83M | $129.78M |
 | CVS | 2.58M | $205.15M |
 | TWLO | 2.29M | $326.44M |
 | REZI | 1.63M | $57.07M |
 | COHR | 1.61M | $297.16M |
 | DKS | 1.22M | $241.52M |
 | LYV | 1.22M | $173.38M |
 | TLN | 1.00M | $374.84M |
 | CVNA | 625K | $263.76M |
Sotera Health Company
SHC
Shares Held
11.64M
Value
$205.42M
ADMA Biologics, Inc.
ADMA
Shares Held
11.38M
Value
$207.48M
GDS Holdings Limited
GDS
Shares Held
9.30M
Value
$324.57M
Warner Bros. Discovery, Inc.
WBD
Shares Held
8.00M
Value
$230.42M
Sprinklr, Inc.
CXM
Shares Held
5.75M
Value
$44.70M
EchoStar Corporation
SATS
Shares Held
5.23M
Value
$568.22M
Six Flags Entertainment Corporation
FUN
Shares Held
5.03M
Value
$77.16M
Performance Food Group Company
PFGC
Shares Held
3.35M
Value
$301.23M
Kenvue Inc.
KVUE
Shares Held
3.31M
Value
$57.10M
Hut 8 Corp.
HUT
Shares Held
2.83M
Value
$129.78M
CVS Health Corporation
CVS
Shares Held
2.58M
Value
$205.15M
Twilio Inc.
TWLO
Shares Held
2.29M
Value
$326.44M
Resideo Technologies, Inc.
REZI
Shares Held
1.63M
Value
$57.07M
Coherent, Inc.
COHR
Shares Held
1.61M
Value
$297.16M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
1.22M
Value
$241.52M
Live Nation Entertainment, Inc.
LYV
Shares Held
1.22M
Value
$173.38M
Talen Energy Corporation
TLN
Shares Held
1.00M
Value
$374.84M
Carvana Co.
CVNA
Shares Held
625K
Value
$263.76M