Sachem Head Capital Management LP

Q1 2023 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2023
Date filed
5/15/2023
Form type
13F-HR
Num holdings
17
Total value ($000)
$2,258,214
Net value change ($000)
-301,313 (-11.8%)
New positions
4
Sold out positions
5
Turnover %
19.2%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CRM 107,302 NEW
RBA 55,586 NEW
USFD 55,284 8.6%
R1 RCM Inc. /DE 37,174 50.0%
SPB 36,144 56.5%
UBER 27,333 39.7%
Arconic Corp 22,083 NEW
NXT 12,691 NEW
ESTC 5,074 61.5%
OPEN 291 51.7%
Top Reduces (Value $000, Stocks/ETFs)
OLN -238,510 -69.8%
FLEX -86,598 -37.4%
AIY -85,682 -100.0%
SMARTSHEET INC -65,731 -100.0%
IFF -61,114 -9.0%
ELAN -41,825 -100.0%
NEW RELIC, INC. -36,410 -100.0%
FMX -15,327 -11.8%
SPY -11,823 -77.7%
OKTA -6,903 -11.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type