Sachem Head Capital Management LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $4.8B in reported equity holdings across 19 positions. The largest holdings are TLN (10.9%), STX (9.5%), PRMB (9.0%), PFGC (7.8%), MKSI (7.5%). The portfolio is concentrated in Other (93.0%), Consumer Cyclical (7.0%). Data sourced from SEC EDGAR 13F filings (CIK 1582090).