SACHEM HEAD CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRMB | 17.09M | $321.90M |
 | SHC | 11.64M | $166.99M |
 | BTDR | 9.63M | $83.34M |
 | GDS | 8.69M | $349.92M |
 | CXM | 5.75M | $34.47M |
 | FUN | 5.03M | $89.28M |
 | GIL | 4.14M | $230.39M |
 | PFGC | 3.35M | $286.96M |
 | SATS | 3.00M | $351.80M |
 | WFRD | 2.52M | $238.81M |
 | TWLO | 2.29M | $288.76M |
 | ICLR | 2.10M | $232.94M |
 | ON | 1.95M | $120.43M |
 | DKS | 1.60M | $318.26M |
 | TLN | 1.55M | $494.01M |
 | COHR | 965K | $229.87M |
 | CVNA | 790K | $248.36M |
 | AKAM | 235K | $26.99M |
Primo Brands Corporation
PRMB
Shares Held
17.09M
Value
$321.90M
Sotera Health Company
SHC
Shares Held
11.64M
Value
$166.99M
Bitdeer Technologies Group
BTDR
Shares Held
9.63M
Value
$83.34M
GDS Holdings Limited
GDS
Shares Held
8.69M
Value
$349.92M
Sprinklr, Inc.
CXM
Shares Held
5.75M
Value
$34.47M
Six Flags Entertainment Corporation
FUN
Shares Held
5.03M
Value
$89.28M
Gildan Activewear Inc.
GIL
Shares Held
4.14M
Value
$230.39M
Performance Food Group Company
PFGC
Shares Held
3.35M
Value
$286.96M
EchoStar Corporation
SATS
Shares Held
3.00M
Value
$351.80M
Weatherford International plc
WFRD
Shares Held
2.52M
Value
$238.81M
Twilio Inc.
TWLO
Shares Held
2.29M
Value
$288.76M
ICON Public Limited Company
ICLR
Shares Held
2.10M
Value
$232.94M
ON Semiconductor Corporation
ON
Shares Held
1.95M
Value
$120.43M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
1.60M
Value
$318.26M
Talen Energy Corporation
TLN
Shares Held
1.55M
Value
$494.01M
Coherent, Inc.
COHR
Shares Held
965K
Value
$229.87M
Carvana Co.
CVNA
Shares Held
790K
Value
$248.36M
Akamai Technologies, Inc.
AKAM
Shares Held
235K
Value
$26.99M