Sachem Head Capital Management LP Portfolio Holdings by Sector

Sachem Head Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Food Distribution \| Consumer Defensive USFD 1 stocks	$296,737 19.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$221,196 14.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ZI CXM 2 stocks	$217,248 14.62% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services TWLO 1 stocks	$214,932 14.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$163,018 10.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$138,628 9.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$132,017 8.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$57,658 3.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare IART 1 stocks	$44,153 2.97% of portfolio	1	-	1	-	0 Calls 0 Puts

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