Sachem Head Capital Management LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $4.3B in reported equity holdings across 20 positions. The largest holdings are SATS (13.3%), TLN (8.8%), TWLO (7.7%), GDS (7.6%), PFGC (7.1%). The portfolio is concentrated in Other (80.6%), Consumer Cyclical (5.7%), Communication Services (5.4%). Data sourced from SEC EDGAR 13F filings (CIK 1582090).