---
name: Copy Sachem Head Capital
kind: hedgecopy-fund
cik: 0001582090
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Sachem Head Capital (13F follow-the-filing)

Sachem Head Capital files a 13F-HR with the SEC each quarter (CIK 0001582090). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +25.0% vs SPY +22.9% (alpha +2.1%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +13.6% vs SPY +17.3%
- Follow-the-filing TTM: +1.7% vs SPY +16.2% (alpha -14.5%)
- Quarters of history: 17; average coverage 82%; flags: none

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | TLN | Talen Energy Corp | 10.9% |
| 2 | — | Seagate Technology Hldngs PL | 9.5% |
| 3 | PRMB | Primo Brands Corporation | 9.0% |
| 4 | PFGC | Performance Food Group Co | 7.8% |
| 5 | MKSI | MKS INC. | 7.5% |
| 6 | DKS | Dicks Sporting Goods Inc | 7.0% |
| 7 | CVNA | Carvana Co | 6.1% |
| 8 | SHC | Sotera Health Co | 5.7% |
| 9 | CELH | Celsius Hldgs Inc | 5.5% |
| 10 | GDS | GDS Hldgs Ltd | 5.4% |
| 11 | GIL | Gildan Activewear Inc | 3.9% |
| 12 | — | GOLAR LNG LTD | 3.7% |
| 13 | BRKR | Bruker Corp | 3.6% |
| 14 | STM | STMicroelectronics N V | 3.4% |
| 15 | — | Bitdeer Technologies Group | 3.2% |
| 16 | TWLO | Twilio Inc | 2.7% |
| 17 | FUN | Six Flags Entertainment Corp | 2.2% |
| 18 | RIOT | Riot Platforms Inc | 1.6% |
| 19 | RSP | Invesco Exchange Traded FD T | 1.2% |

## 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.

- Strategy: Activist, value-oriented equity
- Type: Activist, Long/short equity, Event-driven, Credit / distressed
- Founders: Scott D. Ferguson
- Key people: Scott David Ferguson (Managing Partner and Portfolio Manager); Amit Nmi Malhotra (Chief Operating Officer); Michelle Laryea Godfrey (Chief Financial Officer); Michael David Adamski (General Counsel and Chief Compliance Officer)
- Founded 2012 · HQ New York City, United States
- Reported AUM: $7.2bn (as of March 17, 2026)
- Website: https://www.sachemhead.com/

### 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
- Whitbread (2018): Activist engagement seeking a break up of the company's businesses.
- Performance Food Group (2022-2025): Proxy battle and subsequent settlement resulting in Scott Ferguson joining the board.
- US Foods Holding Corp (2022): Activist engagement and cooperation agreement.
- Twilio Inc (2024): Cooperation agreement.
- Six Flags Entertainment Corporation (2025): 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._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001582090"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.