Filed: 5/15/2026ACC: 0000902664-26-002506
📋 What this filing means
SACHEM HEAD CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $4.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$4.15B
Total AUM (reported)
82.54M
Total Shares
Allocation by class
COM$1.96B47.3%
CL A$923.38M22.2%
SPONSORED ADS$349.92M8.4%
CLASS A COM SHS$321.90M7.8%
ORD SHS$238.81M5.8%
SHS$232.94M5.6%
CL A ORD SHS$83.34M2.0%
Portfolio Concentration
Top 3$1.20B28.8%
4–10$1.94B46.6%
11–25$1.02B24.6%
Top 3 weight
28.8%
Top 10 weight
75.4%
Voting Authority Distribution
Total shares with voting rights: 82.54M
Sole
Full voting authority
82.54M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
Talen Energy Corp
SOLEShares1.55M
TypeSH
Market value$494.01M
11.90%
Sole
1.55M
Shared
0.00
None
0.00
Echostar Corp
SOLEShares3M
TypeSH
Market value$351.80M
8.47%
Sole
3M
Shared
0.00
None
0.00
GDS Hldgs Ltd
SOLEShares8.69M
TypeSH
Market value$349.92M
8.43%
Sole
8.69M
Shared
0.00
None
0.00
Primo Brands Corporation
SOLEShares17.09M
TypeSH
Market value$321.90M
7.75%
Sole
17.09M
Shared
0.00
None
0.00
Dicks Sporting Goods Inc
SOLEShares1.60M
TypeSH
Market value$318.26M
7.67%
Sole
1.60M
Shared
0.00
None
0.00
Twilio Inc
SOLEShares2.29M
TypeSH
Market value$288.76M
6.96%
Sole
2.29M
Shared
0.00
None
0.00
Performance Food Group Co
SOLEShares3.35M
TypeSH
Market value$286.96M
6.91%
Sole
3.35M
Shared
0.00
None
0.00
Carvana Co
SOLEShares790K
TypeSH
Market value$248.36M
5.98%
Sole
790K
Shared
0.00
None
0.00
Weatherford Intl PLC
SOLEShares2.52M
TypeSH
Market value$238.81M
5.75%
Sole
2.52M
Shared
0.00
None
0.00
Icon PLC
SOLEShares2.10M
TypeSH
Market value$232.94M
5.61%
Sole
2.10M
Shared
0.00
None
0.00
Gildan Activewear Inc
SOLEShares4.14M
TypeSH
Market value$230.39M
5.55%
Sole
4.14M
Shared
0.00
None
0.00
Coherent Corp
SOLEShares965K
TypeSH
Market value$229.87M
5.54%
Sole
965K
Shared
0.00
None
0.00
Sotera Health Co
SOLEShares11.64M
TypeSH
Market value$166.99M
4.02%
Sole
11.64M
Shared
0.00
None
0.00
On Semiconductor Corp
SOLEShares1.95M
TypeSH
Market value$120.43M
2.90%
Sole
1.95M
Shared
0.00
None
0.00
Six Flags Entertainment Corp
SOLEShares5.03M
TypeSH
Market value$89.28M
2.15%
Sole
5.03M
Shared
0.00
None
0.00
Bitdeer Technologies Group
SOLEShares9.63M
TypeSH
Market value$83.34M
2.01%
Sole
9.63M
Shared
0.00
None
0.00
Invesco Exchange Traded FD T
SOLEShares196.50K
TypeSH
Market value$37.71M
0.91%
Sole
196.50K
Shared
0.00
None
0.00
Sprinklr Inc
SOLEShares5.75M
TypeSH
Market value$34.47M
0.83%
Sole
5.75M
Shared
0.00
None
0.00
Akamai Technologies Inc
SOLEShares235K
TypeSH
Market value$26.99M
0.65%
Sole
235K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Talen Energy CorpSOLE | COM | 1.55M | SH | $494.01M 11.90% | 1.55M | 0.00 | 0.00 |
Echostar CorpSOLE | CL A | 3M | SH | $351.80M 8.47% | 3M | 0.00 | 0.00 |
GDS Hldgs LtdSOLE | Sponsored ADS | 8.69M | SH | $349.92M 8.43% | 8.69M | 0.00 | 0.00 |
Primo Brands CorporationSOLE | CLASS A COM SHS | 17.09M | SH | $321.90M 7.75% | 17.09M | 0.00 | 0.00 |
Dicks Sporting Goods IncSOLE | COM | 1.60M | SH | $318.26M 7.67% | 1.60M | 0.00 | 0.00 |
Twilio IncSOLE | CL A | 2.29M | SH | $288.76M 6.96% | 2.29M | 0.00 | 0.00 |
Performance Food Group CoSOLE | COM | 3.35M | SH | $286.96M 6.91% | 3.35M | 0.00 | 0.00 |
Carvana CoSOLE | CL A | 790K | SH | $248.36M 5.98% | 790K | 0.00 | 0.00 |
Weatherford Intl PLCSOLE | ORD SHS | 2.52M | SH | $238.81M 5.75% | 2.52M | 0.00 | 0.00 |
Icon PLCSOLE | SHS | 2.10M | SH | $232.94M 5.61% | 2.10M | 0.00 | 0.00 |
Gildan Activewear IncSOLE | COM | 4.14M | SH | $230.39M 5.55% | 4.14M | 0.00 | 0.00 |
Coherent CorpSOLE | COM | 965K | SH | $229.87M 5.54% | 965K | 0.00 | 0.00 |
Sotera Health CoSOLE | COM | 11.64M | SH | $166.99M 4.02% | 11.64M | 0.00 | 0.00 |
On Semiconductor CorpSOLE | COM | 1.95M | SH | $120.43M 2.90% | 1.95M | 0.00 | 0.00 |
Six Flags Entertainment CorpSOLE | COM | 5.03M | SH | $89.28M 2.15% | 5.03M | 0.00 | 0.00 |
Bitdeer Technologies GroupSOLE | CL A ORD SHS | 9.63M | SH | $83.34M 2.01% | 9.63M | 0.00 | 0.00 |
Invesco Exchange Traded FD TSOLE | S&P500 EQL WGT | 196.50K | SH | $37.71M 0.91% | 196.50K | 0.00 | 0.00 |
Sprinklr IncSOLE | CL A | 5.75M | SH | $34.47M 0.83% | 5.75M | 0.00 | 0.00 |
Akamai Technologies IncSOLE | COM | 235K | SH | $26.99M 0.65% | 235K | 0.00 | 0.00 |