Sachem Head Capital

Name: Sachem Head Capital 13F holdings, Q2 2026
Creator: Sachem Head Capital

13F Holdings · CIK 1582090 · filed 2026-08-14

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New Positions

37% of current holdings

Exited

37% of prior holdings

Increased

21% of prior holdings

Decreased

21% of prior holdings

Total holdings: 19 → 19

Show unchanged positions

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1 split-adjusted22 positions

					Shares				Value ($)

New	Long	Bruker Corp	116794108	COM	—	2,915,000	+2,915,000	—	—	$175.4M	+$175.4M	—
New	Long	Celsius Hldgs Inc	15118V207	COM NEW	—	9,090,000	+9,090,000	—	—	$266.2M	+$266.2M	—
New	Long	GOLAR LNG LTD	G9456A100	SHS	—	3,620,000	+3,620,000	—	—	$180.4M	+$180.4M	—
New	Long	MKS INC.	55306N104	COM	—	812,700	+812,700	—	—	$361.5M	+$361.5M	—
New	Long	Riot Platforms Inc	767292105	COM	—	2,865,000	+2,865,000	—	—	$78.4M	+$78.4M	—
New	Long	Seagate Technology Hldngs PL	G7997R103	ORD SHS	—	472,000	+472,000	—	—	$455.5M	+$455.5M	—
New	Long	STMicroelectronics N V	861012102	NY REGISTRY	—	2,200,000	+2,200,000	—	—	$164.8M	+$164.8M	—
Exited	Long	Akamai Technologies Inc	00971T101	COM	235,000	—	−235,000	−100.0%	$27.0M	—	−$27.0M	−100.0%
Exited	Long	Coherent Corp	19247G107	COM	965,000	—	−965,000	−100.0%	$229.9M	—	−$229.9M	−100.0%
Exited	Long	Echostar Corp	278768106	CL A	3,005,000	—	−3,005,000	−100.0%	$351.8M	—	−$351.8M	−100.0%
Exited	Long	Icon PLC	G4705A100	SHS	2,105,000	—	−2,105,000	−100.0%	$232.9M	—	−$232.9M	−100.0%
Exited	Long	On Semiconductor Corp	682189105	COM	1,945,000	—	−1,945,000	−100.0%	$120.4M	—	−$120.4M	−100.0%
Exited	Long	Sprinklr Inc	85208T107	CL A	5,745,000	—	−5,745,000	−100.0%	$34.5M	—	−$34.5M	−100.0%
Exited	Long	Weatherford Intl PLC	G48833118	ORD SHS	2,525,000	—	−2,525,000	−100.0%	$238.8M	—	−$238.8M	−100.0%
Increased	Long	Carvana Co5-for-1 split	146869102	CL A	3,950,000	4,475,000	+525,000	+13.3%	$248.4M	$294.5M	+$46.2M	+18.6%
Increased	Long	Invesco Exchange Traded FD T	46137V357	S&P500 EQL WGT	196,500	265,000	+68,500	+34.9%	$37.7M	$56.4M	+$18.7M	+49.5%
Increased	Long	Primo Brands Corporation	741623102	CLASS A COM SHS	17,095,000	17,795,000	+700,000	+4.1%	$321.9M	$434.9M	+$113.0M	+35.1%
Increased	Long	Sotera Health Co	83601L102	COM	11,645,000	15,560,000	+3,915,000	+33.6%	$167.0M	$276.2M	+$109.2M	+65.4%
Decreased	Long	Dicks Sporting Goods Inc	253393102	COM	1,605,000	1,490,000	−115,000	−7.2%	$318.3M	$337.9M	+$19.7M	+6.2%
Decreased	Long	Gildan Activewear Inc	375916103	COM	4,140,000	3,640,000	−500,000	−12.1%	$230.4M	$187.8M	−$42.6M	−18.5%
Decreased	Long	Talen Energy Corp	87422Q109	COM	1,547,500	1,370,000	−177,500	−11.5%	$494.0M	$526.4M	+$32.4M	+6.6%
Decreased	Long	Twilio Inc	90138F102	CL A	2,295,000	620,000	−1,675,000	−73.0%	$288.8M	$127.9M	−$160.8M	−55.7%