Scott Ferguson Sachem Head Capital Management
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Synchrony
SYF
|
+$135M |
| 2 |
Okta
OKTA
|
+$104M |
| 3 |
Western Digital
WDC
|
+$62.4M |
| 4 |
Acadia Healthcare
ACHC
|
+$60M |
| 5 |
Warner Bros
WBD
|
+$57M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Air Products & Chemicals
APD
|
+$163M |
| 2 |
CVS Health
CVS
|
+$162M |
| 3 |
GTM
ZoomInfo Technologies
GTM
|
+$82.3M |
| 4 |
US Foods
USFD
|
+$79.1M |
| 5 |
Moog Inc Class A
MOG.A
|
+$72.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 54.59% |
| 2 | Consumer Staples | 13.45% |
| 3 | Healthcare | 10.41% |
| 4 | Utilities | 10.1% |
| 5 | Financials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Twilio
TWLO
$34.6B
| $356M | 19.62% |
3,295,000
| – | – |
|
|
2
US Foods
USFD
$23.7B
| $244M | 13.45% |
3,620,000
-1,205,000
| -25% | -$79.1M |
|
|
TLN
3
Talen Energy Corp
TLN
$15.1B
| $183M | 10.1% |
910,000
-31,000
| -3% | -$6.05M |
|
|
4
Western Digital
WDC
$166B
| $177M | 9.75% |
3,926,532
+1,240,842
| +46% | +$62.4M |
|
|
5
Synchrony
SYF
$25.9B
| $143M | 7.87% |
+2,197,500
| New | +$135M |
|
6
Nextpower Inc
NXT
$13.1B
| $109M | 5.99% |
2,977,500
+122,500
| +4% | +$4.49M |
|
7
Sotera Health
SHC
$5.58B
| $108M | 5.96% |
7,910,000
| – | – |
|
8
Coherent
COHR
$56.7B
| $107M | 5.91% |
1,131,500
+308,000
| +37% | +$30.8M |
|
|
9
Okta
OKTA
$23.5B
| $106M | 5.82% |
+1,340,000
| New | +$104M |
|
|
GTM
10
ZoomInfo Technologies
GTM
$1.16B
| $87.6M | 4.83% |
8,335,000
-7,695,000
| -48% | -$82.3M |
|
|
11
Warner Bros
WBD
$71.6B
| $64.8M | 3.57% |
+6,135,000
| New | +$57M |
|
|
12
Acadia Healthcare
ACHC
$2.59B
| $52.7M | 2.91% |
+1,330,000
| New | +$60M |
|
13
Sprinklr
CXM
$1.73B
| $48.5M | 2.67% |
5,745,000
-950,000
| -14% | -$7.59M |
|
|
14
CVS Health
CVS
$119B
| $28.1M | 1.55% |
625,000
-2,895,000
| -82% | -$162M |
|
|
15
Air Products & Chemicals
APD
$67.9B
| – | – |
-547,500
| Closed | -$163M |
|
16
GDS Holdings
GDS
$6.58B
| – | – |
-2,825,000
| Closed | -$57.6M |
|
17
Integra LifeSciences
IART
$1.3B
| – | – |
-2,430,000
| Closed | -$44.2M |
|
|
18
Moog Inc Class A
MOG.A
$12.3B
| – | – |
-359,000
| Closed | -$72.5M |
|
Similar funds
Scott Ferguson's Q4 2024 Portfolio in Review
As of Q4 2024, Scott Ferguson held 18 positions worth $1.82B, down 4.8% from $1.91B the previous quarter. Its ten largest holdings account for 89% of the portfolio.
Scott Ferguson withdrew a net $222M in Q4 2024, closing 4 positions and reducing 5 holdings. Its most notable exit was Air Products & Chemicals, an estimated $163M position sold in full.
By sector, the portfolio is most concentrated in Technology at 55% of assets, up from 42% a quarter earlier, followed by Consumer Staples and Healthcare.
Against the trend, Scott Ferguson opened a new position in Synchrony worth $143M.
- Scott Ferguson's largest Q4 2024 buy was Synchrony: 2,197,500 shares worth $143M.
- Scott Ferguson added most to Western Digital in Q4 2024, an estimated $62.4M increase.
- Scott Ferguson's biggest Q4 2024 reduction was CVS Health, cutting an estimated $162M.
- Scott Ferguson fully exited Air Products & Chemicals in Q4 2024, selling an estimated $163M.
- Scott Ferguson's ten largest holdings make up 89% of its $1.82B portfolio in Q4 2024.
- Scott Ferguson opened 4 new positions and closed 4 in Q4 2024.
- Scott Ferguson's portfolio value fell 4.8% quarter-over-quarter to $1.82B.
Based on Sachem Head Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.