Michael Adamski

Sachem Head Capital Management Lp

Assets Managed

$4.151B

Holdings

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

-2.67%(2Q avg: 8.91%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sachem Head Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Sachem Head Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.151B in assets, with a quarterly growth rate of -2.67% and a 2-quarter average growth rate of 8.91%. The portfolio is managed by Michael Adamski, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
TLN Talen Energy Corp Recent Activity Increased 54.75%	11.91%	$494.008M 1.548M shares@ $319.23 avg price	Increased 54.75%
SATS Echostar Corp-a Recent Activity Decreased -42.51%	8.48%	$351.795M 3.005M shares@ $117.07 avg price	Decreased -42.51%
GDS Gds Holdings Ltd - Adr Recent Activity Decreased -6.61%	8.43%	$349.919M 8.685M shares@ $40.29 avg price	Decreased -6.61%
PRMB Primo Brands Corp Recent Activity New Position	7.76%	$321.899M 17.095M shares@ $18.83 avg price	New Position
DKS Dick's Sporting Goods Inc Recent Activity Increased 31.56%	7.67%	$318.255M 1.605M shares@ $198.29 avg price	Increased 31.56%
TWLO Twilio Inc - A Recent Activity	6.96%	$288.757M 2.295M shares@ $125.82 avg price
PFGC Performance Food Group Co Recent Activity	6.92%	$286.961M 3.35M shares@ $85.66 avg price
CVNA Carvana Co Recent Activity Increased 26.41%	5.99%	$248.36M 790,000 shares@ $314.38 avg price	Increased 26.41%
WFRD Weatherford International Pl Recent Activity New Position	5.76%	$238.815M 2.525M shares@ $94.58 avg price	New Position
ICLR Icon Plc Recent Activity New Position	5.62%	$232.939M 2.105M shares@ $110.66 avg price	New Position

1-10 of 19