Sachem Head Capital Management LP - Q12026 Holdings

Sachem Head Capital Management LP holds 19 stocks with a total portfolio value of $ 4.15B as of Q12026. In Q12026, Sachem Head Capital Management LP added 7 new positions, increased stakes in 4 stocks, reduced 3 holdings, and fully exited 8 positions. The largest holding is Talen Energy Corp (TLN), representing 11.90% of the total portfolio.