Sachem Head Capital Management LP — 13F holdings

Sachem Head Capital Management LP reported 19 holdings worth $4.82B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TLN TALEN ENERGY CORP — $526M (10.9%)
2. STX SEAGATE TECHNOLOGY HLDNGS PL — $455M (9.5%)
3. PRMB PRIMO BRANDS CORPORATION — $435M (9.0%)
4. PFGC PERFORMANCE FOOD GROUP CO — $374M (7.8%)
5. MKSI MKS INC. — $361M (7.5%)
6. DKS DICKS SPORTING GOODS INC — $338M (7.0%)
7. CVNA CARVANA CO — $295M (6.1%)
8. SHC SOTERA HEALTH CO — $276M (5.7%)
9. CELH CELSIUS HLDGS INC — $266M (5.5%)
10. GDS GDS HLDGS LTD — $261M (5.4%)