Sachem Head Capital Management LP Portfolio Holdings by Sector

Sachem Head Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services TWLO 1 stocks	$409,766 18.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ZI NCNO CXM 3 stocks	$327,525 14.85% of portfolio	-	2	-	-	0 Calls 0 Puts
Computer Hardware \| Technology STX 1 stocks	$219,742 9.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$210,305 9.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$208,319 9.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SYF 1 stocks	$146,661 6.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$134,736 6.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS 1 stocks	$129,090 5.85% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare HSIC 1 stocks	$120,795 5.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$114,744 5.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ACHC 1 stocks	$95,638 4.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$87,959 3.99% of portfolio	-	-	-	-	0 Calls 0 Puts

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