Sachem Head Capital Management’s Coherent COHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$203M	Sell	2,272,500 -502,500	-18%	-$44.8M	6.33%	7
2025 Q1	$180M	Buy	2,775,000 +1,643,500	+145%	+$107M	7.22%	5
2024 Q4	$107M	Buy	1,131,500 +308,000	+37%	+$29.2M	5.91%	8
2024 Q3	$73.2M	Sell	823,500 -8,400	-1%	-$747K	3.84%	10
2024 Q2	$60.3M	Buy	+831,900	New	+$60.3M	3%	10