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	$356,123 25.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$244,205 17.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$176,975 12.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SYF 1 stocks	$142,837 10.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology ZI CXM 2 stocks	$136,145 9.61% of portfolio	1	1	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$108,208 7.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology OKTA 1 stocks	$105,592 7.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD 1 stocks	$65,092 4.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ACHC 1 stocks	$52,734 3.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$28,056 1.98% of portfolio	-	1	-	-	0 Calls 0 Puts

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