0000902664-20-003012.txt : 20200814 0000902664-20-003012.hdr.sgml : 20200814 20200814073021 ACCESSION NUMBER: 0000902664-20-003012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sachem Head Capital Management LP CENTRAL INDEX KEY: 0001582090 IRS NUMBER: 800872416 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15957 FILM NUMBER: 201101355 BUSINESS ADDRESS: STREET 1: 250 WEST 55TH STREET STREET 2: 34TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-714-3300 MAIL ADDRESS: STREET 1: 250 WEST 55TH STREET STREET 2: 34TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001582090 XXXXXXXX 06-30-2020 06-30-2020 false Sachem Head Capital Management LP

250 West 55th Street 34th Floor New York NY 10019

13F HOLDINGS REPORT 028-15957 N Michael Adamski 212-714-3300 /s/ Michael Adamski New York NY 08-14-2020 0 19 1404398 INFORMATION TABLE 2 infotable.xml ALTICE USA INC CL A 02156K103 85652 3800000 SH SOLE 3800000 0 0 COMCAST CORP NEW CL A 20030N101 58470 1500000 SH SOLE 1500000 0 0 CONSTELLIUM SE CL A SHS F21107101 16320 2125000 SH SOLE 2125000 0 0 DARDEN RESTAURANTS INC COM 237194105 50008 660000 SH SOLE 660000 0 0 EAGLE MATERIALS INC COM 26969P108 214522 3055000 SH SOLE 3055000 0 0 FLEX LTD ORD Y2573F102 73800 7200000 SH SOLE 7200000 0 0 KBR INC COM 48242W106 67650 3000000 SH SOLE 3000000 0 0 LKQ CORP COM 501889208 87115 3325000 SH SOLE 3325000 0 0 GRAND CANYON ED INC COM 38526M106 63371 700000 SH SOLE 700000 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 43019 1700000 SH SOLE 1700000 0 0 OLIN CORP COM PAR $1 680665205 171776 14950000 SH SOLE 14950000 0 0 PG&E CORP COM 69331C108 59429 6700000 SH SOLE 6700000 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 37695 690000 SH SOLE 690000 0 0 SALESFORCE COM INC COM 79466L302 90855 485000 SH SOLE 485000 0 0 SYNCHRONY FINANCIAL COM 87165B103 73128 3300000 SH SOLE 3300000 0 0 SYSCO CORP COM 871829107 17218 315000 SH SOLE 315000 0 0 2U INC COM 90214J101 52794 1390775 SH SOLE 1390775 0 0 UBER TECHNOLOGIES INC COM 90353T100 52836 1700000 SH SOLE 1700000 0 0 US FOODS HLDG CORP COM 912008109 88740 4500000 SH SOLE 4500000 0 0