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Scott Ferguson Sachem Head Capital Management

AUM $4.82B
1-Year Est. Return 73.38%
 

Scott Ferguson is the founder of Sachem Head Capital Management, an activist and fundamental equity firm. He previously worked at firms including Corvex and built a reputation for research-driven campaigns at public companies. Ferguson’s filings and activist situations are followed closely in event-driven and engagement-oriented investing circles.

This Fund
S&P 500
This Quarter Est. Return
-1.72%
1 Year Est. Return
+73.38%
3 Year Est. Return
+171.97%
5 Year Est. Return
+150.29%
10 Year Est. Return
+1,107.59%
AUM
$4.15B
AUM Growth
-$114M
Cap. Flow
+$71.2M
Cap. Flow %
1.72%
Top 10 Hldgs %
75.44%
Holding
27
New
7
Increased
4
Reduced
3
Closed
8

Top Buys

Rank Stock Value
1
PRMB
Primo Brands
PRMB
+$330M
2
ICLR icon
Icon
ICLR
+$288M
3
GIL icon
Gildan
GIL
+$268M
4
WFRD icon
Weatherford International
WFRD
+$238M
5
TLN
Talen Energy Corp
TLN
+$193M

Top Sells

Rank Stock Value
1
ECHO
EchoStar
ECHO
+$255M
2
WBD icon
Warner Bros
WBD
+$230M
3
ADMA icon
ADMA Biologics
ADMA
+$207M
4
CVS icon
CVS Health
CVS
+$205M
5
LYV icon
Live Nation Entertainment
LYV
+$173M

Sector Composition

Rank Sector Weight
1 Technology 27.31%
2 Consumer Discretionary 21.35%
3 Consumer Staples 14.67%
4 Utilities 11.9%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBD icon
26
Warner Bros
WBD
$71.6B
– –
-7,995,000
Closed -$230M
GTM
27
ZoomInfo Technologies
GTM
$1.16B
– –
-14,795,000
Closed -$150M
1
2

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Scott Ferguson's Q1 2026 Portfolio in Review

As of Q1 2026, Scott Ferguson held 27 positions worth $4.15B, down 2.7% from $4.27B the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Scott Ferguson's Q1 2026 filing shows 7 new, 4 increased, 3 reduced and 8 closed positions. Its largest new stake was Primo Brands: 17,095,000 shares worth $322M. The largest sale was EchoStar, an estimated $255M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

  • Scott Ferguson's largest Q1 2026 buy was Primo Brands: 17,095,000 shares worth $322M.
  • Scott Ferguson added most to Talen Energy Corp in Q1 2026, an estimated $193M increase.
  • Scott Ferguson's biggest Q1 2026 reduction was EchoStar, cutting an estimated $255M.
  • Scott Ferguson fully exited Warner Bros in Q1 2026, selling an estimated $230M.
  • Scott Ferguson's ten largest holdings make up 75% of its $4.15B portfolio in Q1 2026.
  • Scott Ferguson opened 7 new positions and closed 8 in Q1 2026.
  • Scott Ferguson's portfolio value fell 2.7% quarter-over-quarter to $4.15B.

Based on Sachem Head Capital Management's 13F filing for Q1 2026, filed 15 May 2026.