StockDriftsStockDriftsTop 18 Sachem Head Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TLN | Talen Energy Corp | 11.9% | 1.55M | $494.0M | +54.75%(+547.50K) | $295.55(+13.09%) | 2026-03-31 | |
| SATS | Echostar Corp | 8.47% | 3.00M | $351.8M | -42.51%(-2.22M) | $92.53(+48.31%) | 2026-03-31 | |
| GDS | GDS Hldgs Ltd | 8.43% | 8.69M | $349.9M | -6.61%(-615.00K) | $25.75(+64.81%) | 2026-03-31 | |
| PRMB | Primo Brands Corporation | 7.75% | 17.09M | $321.9M | new | $17.59(+31.78%) | 2026-03-31 | |
| DKS | Dicks Sporting Goods Inc | 7.67% | 1.60M | $318.3M | +31.56%(+385.00K) | $203.06(+6.61%) | 2026-03-31 | |
| TWLO | Twilio Inc | 6.96% | 2.29M | $288.8M | +0.00%(+0) | $68.51(+189.43%) | 2026-03-31 | |
| PFGC | Performance Food Group Co | 6.91% | 3.35M | $287.0M | +0.00%(+0) | $95.76(+0.22%) | 2026-03-31 | |
| CVNA | Carvana Co | 5.98% | 790.0K | $248.4M | +26.40%(+165.00K) | $393.07(-82.91%) | 2026-03-31 | |
| WFRD | Weatherford Intl PLC | 5.75% | 2.52M | $238.8M | new | $86.42(+25.93%) | 2026-03-31 | |
| GIL | Gildan Activewear Inc | 5.55% | 4.14M | $230.4M | new | $59.06(-4.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.72% | +94.00% |
| Top 20 Holdings Unweighted | +28.36% | +111.51% |
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