Institution (13F filer) · disclosed-activity record
Sachem Head Capital Management LP
Affiliate of Director (via Goldman Sachs & Co. LLC)
Every row below is a public disclosure this person or firm filed, dated and linked to its source. This is a factual record of what was disclosed and when — what it means, and whether any timing is coincidence or signal, is a judgment this page deliberately does not make.
Bullish filings
7
Bearish filings
14
Names touched
18
Disclosed $ (bull / bear)
$911.0M / $1.9B
Most active in: TWLO (4) · ADMA (1) · AKAM (1) · CVS (1) · CVNA (1) · COHR (1) · DKS (1) · GDS (1)
Disclosures, last 12 months
21 of 21 · linked to source| Date | Name | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-05-27 | TWLO | filed notice to sell | $184.1M | SEC ↗ |
| 2026-05-12 | TWLO | filed notice to sell | $130.6M | SEC ↗ |
| 2026-03-31 | ADMA | exited a position | $207.5M | — |
| 2026-03-31 | AKAM | reported a new position | $27.0M | — |
| 2026-03-31 | CVS | exited a position | $205.1M | — |
| 2026-03-31 | CVNA | added to a position | $15.4M | — |
| 2026-03-31 | COHR | trimmed a position | $67.3M | — |
| 2026-03-31 | DKS | added to a position | $76.7M | — |
| 2026-03-31 | GDS | trimmed a position | $25.3M | — |
| 2026-03-31 | GIL | reported a new position | $230.4M | — |
| 2026-03-31 | HUT | exited a position | $129.8M | — |
| 2026-03-31 | KVUE | exited a position | $57.1M | — |
| 2026-03-31 | LYV | exited a position | $173.4M | — |
| 2026-03-31 | ON | reported a new position | $120.4M | — |
| 2026-03-31 | PRMB | reported a new position | $321.9M | — |
| 2026-03-31 | REZI | exited a position | $57.1M | — |
| 2026-03-31 | TLN | added to a position | $119.2M | — |
| 2026-03-31 | WBD | exited a position | $230.4M | — |
| 2026-03-31 | GTM | exited a position | $150.5M | — |
| 2025-12-02 | TWLO | filed notice to sell | $129.0M | SEC ↗ |
| 2025-12-02 | TWLO | sold | $129.0M | SEC ↗ |
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Public filings only, shown as filed; the linked filing is the authoritative record. Descriptive, not investment advice — and never an allegation: proximity of a disclosure to any event is a fact of dates, not a conclusion about intent. Methodology · Today's notable signals