SEC EDGAR Form 13F
Sachem Head Capital Management
Sachem Head Capital Management is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 19 long U.S. equity positions, $4.2B reported value for the period ended Mar 31, 2026, led by Talen Energy Corp, Echostar Corp, and GDS Hldgs Ltd.
CIK: 1582090 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$4.2B
Positions
19
Key person
13F reporting manager
Style
Institutional 13F
Top holding
TLN · Talen Energy Corp
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1582090
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →TLN
Talen Energy Corp
Portfolio weight
11.90%
SATS
Echostar Corp
Portfolio weight
8.47%
GDS
GDS Hldgs Ltd
Portfolio weight
8.43%
PRMB
Primo Brands Corporation
Portfolio weight
7.75%
DKS
Dicks Sporting Goods Inc
Portfolio weight
7.67%
Top reported holdings
Showing the top 19 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | TLN | Talen Energy Corp | 1.5M | $494M | 11.90% | +54.8% |
| 2 | SATS | Echostar Corp | 3.0M | $352M | 8.47% | -42.5% |
| 3 | GDS | GDS Hldgs Ltd | 8.7M | $350M | 8.43% | -6.6% |
| 4 | PRMB | Primo Brands Corporation | 17.1M | $322M | 7.75% | -- |
| 5 | DKS | Dicks Sporting Goods Inc | 1.6M | $318M | 7.67% | +31.6% |
| 6 | TWLO | Twilio Inc | 2.3M | $289M | 6.96% | +0.0% |
| 7 | PFGC | Performance Food Group Co | 3.4M | $287M | 6.91% | +0.0% |
| 8 | CVNA | Carvana Co | 790.0K | $248M | 5.98% | +26.4% |
| 9 | WFRD | Weatherford Intl PLC | 2.5M | $239M | 5.75% | -- |
| 10 | -- | Icon PLC | 2.1M | $233M | 5.61% | -- |
| 11 | GIL | Gildan Activewear Inc | 4.1M | $230M | 5.55% | -- |
| 12 | COHR | Coherent Corp | 965.0K | $230M | 5.54% | -40.1% |
| 13 | SHC | Sotera Health Co | 11.6M | $167M | 4.02% | +0.0% |
| 14 | ON | On Semiconductor Corp | 1.9M | $120M | 2.90% | -- |
| 15 | FUN | Six Flags Entertainment Corp | 5.0M | $89M | 2.15% | +0.0% |
| 16 | BTDR | Bitdeer Technologies Group | 9.6M | $83M | 2.01% | -- |
| 17 | RSP | Invesco Exchange Traded FD T | 196.5K | $38M | 0.91% | +28.4% |
| 18 | CXM | Sprinklr Inc | 5.7M | $34M | 0.83% | +0.0% |
| 19 | AKAM | Akamai Technologies Inc | 235.0K | $27M | 0.65% | -- |
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