SHCM

Sachem Head Capital Management Portfolio holdings

AUM $3.54B
1-Year Est. Return 47.45%
This Quarter Est. Return
1 Year Est. Return
+47.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$909M
2
+$137M
3
+$55.8M
4
DELL icon
Dell
DELL
+$55.1M
5
NWSA icon
News Corp Class A
NWSA
+$47M

Top Sells

1
+$181M
2
+$113M
3
+$106M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$74.7M
5
LOPE icon
Grand Canyon Education
LOPE
+$74.5M

Sector Composition

1 Materials 41.44%
2 Healthcare 22.78%
3 Technology 11.66%
4 Communication Services 7.82%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,200,000
27
– –
-800,000
28
– –
-875,000
29
– –
-1,725,000
30
– –
-3,465,000
31
– –
-1,000,000
1
2