Stock Taper 
SACHEM HEAD CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Seagate Technology Holdings plc | STX | 472K | $455.48M |
 Twilio Inc. | TWLO | 620K | $127.92M |
 MKS Inc. | MKSI | 812.7K | $361.49M |
 Talen Energy Corporation | TLN | 1.37M | $526.44M |
 DICK'S Sporting Goods, Inc. | DKS | 1.49M | $337.95M |
 STMicroelectronics N.V. | STM | 2.2M | $164.76M |
 Riot Platforms, Inc. | RIOT | 2.87M | $78.44M |
 Bruker Corporation | BRKR | 2.92M | $175.42M |
 Performance Food Group Co | PFGC | 3.35M | $374.5M |
 Golar LNG Limited | GLNG | 3.62M | $180.42M |
 Gildan Activewear Inc. | GIL | 3.64M | $187.82M |
 Carvana Co. | CVNA | 4.47M | $294.54M |
 Six Flags Entertainment Corporation | FUN | 5.03M | $107.14M |
 GDS Holdings Limited | GDS | 8.69M | $260.81M |
 Celsius Holdings, Inc. | CELH | 9.09M | $266.16M |
 Bitdeer Technologies Group | BTDR | 9.63M | $152.91M |
 Sotera Health Company | SHC | 15.56M | $276.19M |
 Primo Brands Corporation | PRMB | 17.8M | $434.91M |