SACHEM HEAD CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KVUE | 30.53M | $495.50M |
 | ADMA | 8.96M | $131.35M |
 | SHC | 7.91M | $124.42M |
 | GDS | 6.42M | $248.26M |
 | CXM | 5.75M | $44.35M |
 | FUN | 5.03M | $114.28M |
 | ACHC | 4.21M | $104.36M |
 | WBD | 3.86M | $75.39M |
 | PFGC | 3.35M | $348.53M |
 | TWLO | 3.29M | $329.80M |
 | CVS | 3.15M | $237.48M |
 | SYF | 2.19M | $155.95M |
 | COHR | 2.04M | $219.21M |
 | CFLT | 1.16M | $22.87M |
 | DKS | 1.01M | $224.13M |
 | FIGR | 910K | $33.10M |
 | TLN | 580K | $246.72M |
Kenvue Inc.
KVUE
Shares Held
30.53M
Value
$495.50M
ADMA Biologics, Inc.
ADMA
Shares Held
8.96M
Value
$131.35M
Sotera Health Company
SHC
Shares Held
7.91M
Value
$124.42M
GDS Holdings Limited
GDS
Shares Held
6.42M
Value
$248.26M
Sprinklr, Inc.
CXM
Shares Held
5.75M
Value
$44.35M
Six Flags Entertainment Corporation
FUN
Shares Held
5.03M
Value
$114.28M
Acadia Healthcare Company, Inc.
ACHC
Shares Held
4.21M
Value
$104.36M
Warner Bros. Discovery, Inc.
WBD
Shares Held
3.86M
Value
$75.39M
Performance Food Group Company
PFGC
Shares Held
3.35M
Value
$348.53M
Twilio Inc.
TWLO
Shares Held
3.29M
Value
$329.80M
CVS Health Corporation
CVS
Shares Held
3.15M
Value
$237.48M
Synchrony Financial
SYF
Shares Held
2.19M
Value
$155.95M
Coherent, Inc.
COHR
Shares Held
2.04M
Value
$219.21M
Confluent, Inc.
CFLT
Shares Held
1.16M
Value
$22.87M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
1.01M
Value
$224.13M
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
910K
Value
$33.10M
Talen Energy Corporation
TLN
Shares Held
580K
Value
$246.72M