Holdings
Sachem Head Capital Management LP
As of Jun 30, 2026, Sachem Head Capital Management LP reported 17 positions worth US$4.31B. Largest: Talen Energy Corporation, Primo Brands Corporation and Performance Food Group Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Talen Energy Corporation | 1.37M | US$526M | −178K | Jun 30, 2026 |
| Primo Brands Corporation | 17.8M | US$435M | +700K | Jun 30, 2026 |
| Performance Food Group Company | 3.35M | US$374M | no change | Jun 30, 2026 |
| Mks Inc. | 813K | US$361M | new | Jun 30, 2026 |
| Dick's Sporting Goods Inc | 1.49M | US$338M | −115K | Jun 30, 2026 |
| Carvana Co. | 4.47M | US$295M | +3.69M | Jun 30, 2026 |
| Sotera Health Company | 15.6M | US$276M | +3.92M | Jun 30, 2026 |
| Celsius Holdings, Inc. | 9.09M | US$266M | new | Jun 30, 2026 |
| Gds Holdings Ltd. | 8.69M | US$261M | no change | Jun 30, 2026 |
| Gildan Activewear Inc. | 3.64M | US$188M | −500K | Jun 30, 2026 |