Sachem Head Capital
Scott Ferguson · CIK 0001582090 · latest 13F for 2026-06-30 filed 2026-08-14
Estimated from 13F holdings — long US equities only; follow-the-filing returns are net of an assumed 10 bps per unit of turnover.
About the fund
Sachem Head Capital Management is a New York-based investment firm founded in 2012 by Scott D. Ferguson. The firm employs a concentrated, value-oriented strategy and is known for its activist approach to investing in North American and European equities.
Investment approach
The firm employs a concentrated, value-oriented investment strategy primarily focused on equity investments. It seeks to provide attractive risk-adjusted returns by managing long portfolios through activist investing, assets with embedded catalysts, and high-quality businesses purchased at discounted prices. Additionally, the firm utilizes short portfolios for alpha generation, sector hedging, and broader market hedging, and may opportunistically invest in distressed credit.
History
Sachem Head was founded in 2012 by Scott D. Ferguson, a former protégé of Bill Ackman at Pershing Square Capital Management. The firm is named after an overlook in the Pocumtuck Range in New England. Over the years, it has established itself as a value-oriented investment manager known for its activist engagements in North America and Europe.
Notable positions & campaigns
- Whitbread2018 — Activist engagement seeking a break up of the company's businesses.
- Performance Food Group2022-2025 — Proxy battle and subsequent settlement resulting in Scott Ferguson joining the board.
- US Foods Holding Corp2022 — Activist engagement and cooperation agreement.
- Twilio Inc2024 — Cooperation agreement.
- Six Flags Entertainment Corporation2025 — Cooperation agreement.
- Zoetis Inc.2016 — Significant position in the animal health-care group.
Profile generated 2026-10-09 from public sources; may be incomplete or out of date.
- Founded by
- Scott D. Ferguson
- Founded
- 2012
- HQ
- New York City, United States
- Reported AUM
- $7.2bn (as of March 17, 2026)
- Website
- sachemhead.com
Management
- Scott David FergusonManaging Partner and Portfolio Manager
- Amit Nmi MalhotraChief Operating Officer
- Michelle Laryea GodfreyChief Financial Officer
- Michael David AdamskiGeneral Counsel and Chief Compliance Officer
Holdings heatmap
Latest 13F (2026-06-30): top 19 positions grouped by sector, sized by weight, coloured by the change in weight since the previous 13F.
Holdings map
Each tile is a position, sized by reported value and coloured by the stock's own price return (red down, green up) — the LiquidRound / finviz-style map.
Copy portfolio vs SPY
Growth of $1 following each filing the trading day after it was filed.
Top holdings
Latest 13F (2026-06-30).
| # | Ticker | Value | Weight |
|---|---|---|---|
| 1 | TLN | $526M | 10.9% |
| 2 | — | $455M | 9.5% |
| 3 | PRMB | $435M | 9.0% |
| 4 | PFGC | $374M | 7.8% |
| 5 | MKSI | $361M | 7.5% |
| 6 | DKS | $338M | 7.0% |
| 7 | CVNA | $295M | 6.1% |
| 8 | SHC | $276M | 5.7% |
| 9 | CELH | $266M | 5.5% |
| 10 | GDS | $261M | 5.4% |
| 11 | GIL | $188M | 3.9% |
| 12 | — | $180M | 3.7% |
| 13 | BRKR | $175M | 3.6% |
| 14 | STM | $165M | 3.4% |
| 15 | — | $153M | 3.2% |
| 16 | TWLO | $128M | 2.7% |
| 17 | FUN | $107M | 2.2% |
| 18 | RIOT | $78M | 1.6% |
| 19 | RSP | $56M | 1.2% |
Sector mix
Top-25 holdings by weight.
Changes this quarter
| Move | Ticker | Prev wt | Now wt |
|---|---|---|---|
| new | — | 0.0% | 9.5% |
| exited | ECHO | 8.5% | 0.0% |
| new | MKSI | 0.0% | 7.5% |
| exited | — | 5.8% | 0.0% |
| exited | — | 5.6% | 0.0% |
| exited | COHR | 5.5% | 0.0% |
| new | CELH | 0.0% | 5.5% |
| trimmed | TWLO | 7.0% | 2.7% |
| new | — | 0.0% | 3.7% |
| new | BRKR | 0.0% | 3.6% |
| new | STM | 0.0% | 3.4% |
| exited | ON | 2.9% | 0.0% |
| added | SHC | 4.0% | 5.7% |
| trimmed | GIL | 5.5% | 3.9% |
| new | RIOT | 0.0% | 1.6% |
| trimmed | TLN | 11.9% | 10.9% |
| exited | CXM | 0.8% | 0.0% |
| trimmed | DKS | 7.7% | 7.0% |
| exited | AKAM | 0.7% | 0.0% |
| added | RSP | 0.9% | 1.2% |
Quarterly copy returns
Each 13F held from the day after filing until the next filing.
| 13F period | Copy | SPY | Alpha | Coverage |
|---|---|---|---|---|
| 2026-06-30 | -12.9% | +0.4% | -13.3% | 73% |
| 2026-03-31 | -3.1% | +4.9% | -8.0% | 75% |
| 2025-12-31 | +15.0% | +8.5% | +6.5% | 86% |
| 2025-09-30 | +9.4% | +2.9% | +6.5% | 90% |
| 2025-06-30 | -0.0% | +3.7% | -3.8% | 81% |
| 2025-03-31 | +6.7% | +8.6% | -1.9% | 76% |
| 2024-12-31 | -0.5% | -2.5% | +2.0% | 86% |
| 2024-09-30 | +14.9% | +4.7% | +10.1% | 91% |
| 2024-06-30 | +14.1% | +6.2% | +7.8% | 93% |
| 2024-03-31 | -0.9% | +4.9% | -5.8% | 96% |
| 2023-12-31 | +9.0% | +5.6% | +3.4% | 78% |
| 2023-09-30 | +10.9% | +12.1% | -1.2% | 91% |
| 2023-06-30 | +8.4% | +1.9% | +6.5% | 82% |
| 2023-03-31 | -3.3% | +8.4% | -11.7% | 84% |
| 2022-12-31 | -2.7% | -0.2% | -2.5% | 80% |
| 2022-09-30 | +4.2% | +4.1% | +0.1% | 75% |
Filing dates
- 2026-08-1413F-HR for 2026-06-30 · $4.8B · 19 rows
- 2026-05-1513F-HR for 2026-03-31 · $4.2B · 19 rows
- 2026-02-1313F-HR for 2025-12-31 · $4.3B · 20 rows
- 2025-11-1413F-HR for 2025-09-30 · $3.5B · 19 rows
- 2025-08-1413F-HR for 2025-06-30 · $3.2B · 19 rows
- 2025-05-1513F-HR for 2025-03-31 · $2.5B · 16 rows
- 2025-02-1413F-HR for 2024-12-31 · $1.8B · 14 rows
- 2024-11-1413F-HR for 2024-09-30 · $1.9B · 14 rows
- 2024-08-1413F-HR for 2024-06-30 · $2.0B · 16 rows
- 2024-05-1513F-HR for 2024-03-31 · $2.3B · 12 rows
- 2024-02-1413F-HR for 2023-12-31 · $2.1B · 13 rows
- 2023-11-1413F-HR for 2023-09-30 · $2.1B · 13 rows
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