Arkolith/Funds/Sachem Head Capital Management LP

Sachem Head Capital Management LP

CIK 1582090Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Sachem Head Capital Management LP holds a focused book of 19 stocks worth $4.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Primo Brands Corp and trimmed Echostar Corp-A. Their largest long position is Talen Energy Corp at 12% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

13F holdings API

Owners, holdings, deltas, point-in-time portfolios.

stock.owners

Form 4 insider API

Open-market buys and sells, cluster scans, company flows.

insider.transactions

MCP quickstart

Connect an agent, mint a key, make the first call.

/api/mcp
Build

Ask your agent what Sachem Head Capital Management LP owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Get a key Compare plans13F data
Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1582090/holdings"
Ask your agent
Use Arkolith to show Sachem Head Capital Management LP's latest
holdings, largest changes, and filing provenance.
Opened
7
new positions
Added to
4
existing
Trimmed
3
reduced
Sold out
8
exited

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
75%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
25%
Consumer Discretionary
21%
Industrials
13%
Utilities
12%
Health Care
10%
Communication Services
8%
Consumer Staples
8%
Financials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

19 positions
#SecurityValueShares% PortLast moveHistory
1Talen Energy Corp
COM
$494.0M1.55M
11.9%
▲+55%
Added · +548K sh
2Echostar Corp
CL A
$351.8M3.00M
8.5%
▼−43%
Reduced · −2.2M sh
3GDS Hldgs Ltd
Sponsored ADS
$349.9M8.69M
8.4%
▼−6.6%
Reduced · −615K sh
4Primo Brands Corporation
CLASS A COM SHS
$321.9M17.09M
7.8%
▲New
New position
5Dicks Sporting Goods Inc
COM
$318.3M1.60M
7.7%
▲+32%
Added · +385K sh
6Twilio Inc
CL A
$288.8M2.29M
7.0%
—Held
7Performance Food Group Co
COM
$287.0M3.35M
6.9%
—Held
8Carvana Co
CL A
$248.4M790.0K
6.0%
▲+26%
Added · +165K sh
9Weatherford Intl PLC
ORD SHS
$238.8M2.52M
5.8%
▲New
New position
10Icon PLC
SHS
$232.9M2.10M
5.6%
▲New
New position
11Gildan Activewear Inc
COM
$230.4M4.14M
5.5%
▲New
New position
12Coherent Corp
COM
$229.9M965.0K
5.5%
▼−40%
Reduced · −645K sh
13Sotera Health Co
COM
$167.0M11.64M
4.0%
—Held
14On Semiconductor Corp
COM
$120.4M1.95M
2.9%
▲New
New position
15Six Flags Entertainment Corp
COM
$89.3M5.03M
2.2%
—Held
16Bitdeer Technologies Group
CL A ORD SHS
$83.3M9.63M
2.0%
▲New
New position
17Invesco Exchange Traded FD T
S&P500 EQL WGT
$37.7M196.5K
0.9%
▲+28%
Added · +43K sh
18Sprinklr Inc
CL A
$34.5M5.75M
0.8%
—Held
19Akamai Technologies Inc
COM
$27.0M235.0K
0.7%
▲New
New position
Showing all 19 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202619$4.2B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202620$4.3B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202519$3.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202519$3.2B13F-HR
Q1 2025Mar 31, 2025May 15, 202516$2.5B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202514$1.8B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202414$1.9B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202416$2.0B13F-HR
Q1 2024Mar 31, 2024May 15, 202412$2.3B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202413$2.1B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202313$2.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202316$2.4B13F-HR
Q1 2023Mar 31, 2023May 15, 202317$2.3B13F-HR
Q4 2022Dec 31, 2022Feb 10, 202318$2.6B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202221$2.7B13F-HR
Q2 2022Jun 30, 2022Aug 12, 202220$3.3B13F-HR
Q1 2022Mar 31, 2022May 13, 202218$3.9B13F-HR
Q4 2021Dec 31, 2021Feb 11, 202220$4.3B13F-HR
Q3 2021Sep 30, 2021Nov 12, 202123$4.1B13F-HR
Q2 2021Jun 30, 2021Aug 13, 202125$3.9B13F-HR
Q1 2021Mar 31, 2021May 14, 202123$3.7B13F-HR
Q4 2020Dec 31, 2020Feb 12, 202119$2.9B13F-HR
Q3 2020Sep 30, 2020Nov 13, 202018$1.6B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202019$1.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.