Sachem Head Capital Management Lp Top Holdings and 13F Report (2024) → 3 Dirt-Cheap Stocks You Can’t Afford to Ignore (From TradingTips) (Ad) About Sachem Head Capital Management LpInvestment ActivitySachem Head Capital Management Lp has $2.34 billion in total holdings as of March 31, 2024.Sachem Head Capital Management Lp owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 29.73% of the portfolio was purchased this quarter.About 29.95% of the portfolio was sold this quarter.This quarter, Sachem Head Capital Management Lp has purchased 13 new stocks and bought additional shares in 3 stocks.Sachem Head Capital Management Lp sold shares of 3 stocks and completely divested from 5 stocks this quarter.Largest Holdings US Foods $859,897,371International Flavors & Fragrances $282,920,686Twilio $201,489,250Invesco S&P 500 Equal Weight ETF $176,144,800ZoomInfo Technologies $168,475,300 Largest New Holdings this Quarter Twilio $201,489,250 HoldingAir Products and Chemicals $111,686,470 HoldingSotera Health $94,999,100 HoldingSprinklr $77,239,650 Holding Largest Purchases this Quarter Twilio 3,295,000 shares (about $201.49M)Air Products and Chemicals 461,000 shares (about $111.69M)ZoomInfo Technologies 6,450,000 shares (about $103.39M)Nextracker 1,795,500 shares (about $101.03M)Sotera Health 7,910,000 shares (about $95.00M) Largest Sales this Quarter International Flavors & Fragrances 1,497,193 shares (about $128.74M)Salesforce 153,500 shares (about $46.23M)Okta 407,600 shares (about $42.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSachem Head Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSFDUS Foods$859,897,3710.0%15,932,87736.8%Consumer StaplesIFFInternational Flavors & Fragrances$282,920,686$128,743,626 ▼-31.3%3,290,15812.1%Consumer StaplesTWLOTwilio$201,489,250$201,489,250 ▲New Holding3,295,0008.6%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$176,144,800$5,081,100 ▲3.0%1,040,0007.5%ETFZIZoomInfo Technologies$168,475,300$103,393,500 ▲158.9%10,510,0007.2%Computer and TechnologyNXTNextracker$133,106,685$101,032,785 ▲315.0%2,365,5005.7%Oils/EnergyAPDAir Products and Chemicals$111,686,470$111,686,470 ▲New Holding461,0004.8%Basic MaterialsCRMSalesforce$100,985,654$46,231,130 ▼-31.4%335,3004.3%Computer and TechnologySHCSotera Health$94,999,100$94,999,100 ▲New Holding7,910,0004.1%MedicalSTXSeagate Technology$80,488,2500.0%865,0003.4%Business ServicesCXMSprinklr$77,239,650$77,239,650 ▲New Holding6,295,0003.3%Business ServicesOKTAOkta$49,788,658$42,643,112 ▼-46.1%475,9002.1%Computer and TechnologyFLEXFlex$0$255,559,400 ▼-100.0%00.0%Computer and TechnologyRCMR1 RCM$0$101,524,850 ▼-100.0%00.0%Business ServicesBIOBio-Rad Laboratories$0$50,596,863 ▼-100.0%00.0%MedicalFMXFomento Económico Mexicano$0$42,689,625 ▼-100.0%00.0%Consumer StaplesFTREFortrea$0$31,933,500 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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