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	$329,796 14.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive PFGC 1 stocks	$328,936 14.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$248,260 10.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$237,478 10.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS 1 stocks	$224,131 9.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ZI CXM 2 stocks	$200,610 8.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SYF 1 stocks	$155,954 6.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$147,744 6.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare ADMA 1 stocks	$131,353 5.63% of portfolio	1	-	1	-	0 Calls 0 Puts

Diagnostics & Research \| Healthcare SHC 1 stocks	$124,424 5.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ACHC 1 stocks	$104,363 4.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD 1 stocks	$75,385 3.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CFLT 1 stocks	$22,869 0.98% of portfolio	1	-	1	-	0 Calls 0 Puts

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