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Sachem Head Capital Management LP
Scott Ferguson · Hedge Fund · Activist
Sachem Head Capital Management LP is a New York-based value-oriented investment firm founded in 2012 by Scott Ferguson. As a former partner at Pershing Square Capital Management, Ferguson established the firm with a focus on a concentrated, long-term investment approach, primarily targeting public equity in North American and European markets. The firm is widely recognized as a prominent activist investor, frequently taking large positions in a small number of companies to drive shareholder value through active engagement with management and boards. Sachem Head employs rigorous fundamental research to identify undervalued assets with clear catalysts for value creation, often participating in proxy contests or seeking board representation to implement strategic, operational, or financial improvements.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +12.4% |
| YTD return | +0.9% |
| Sharpe ratio | 3.46 |
| Win rate | 49% |
| AUM | $4.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $4.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.sachemhead.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TLN | Talen Energy Corporation | 10.1% | -25.1% |
| PRMB | Primo Brands Corporation | 9.9% | -12.9% |
| STX | Seagate Technology PLC | 9.7% | +6.0% |
| PFGC | Performance Food Group Co | 8.4% | -8.4% |
| CVNA | Carvana Co | 8.2% | -4.5% |
| SHC | Sotera Health Co | 7.4% | +14.7% |
| CELH | Celsius Holdings Inc | 7.3% | -14.8% |
| GDS | GDS Holdings Ltd | 7.1% | -14.0% |
| MKSI | MKS Instruments Inc | 5.2% | +0.1% |
| DKS | Dick’s Sporting Goods Inc | 4.9% | -45.4% |
| GLNG | Golar LNG Limited | 4.5% | +1.9% |
| BRKR | Bruker Corporation | 4.1% | +8.0% |
| IOND | Ionic Digital Inc. Class A Common Stock | 4.1% | +22.6% |
| STM | STMicroelectronics NV ADR | 2.7% | +4.4% |
| BTDR | Bitdeer Technologies Group Class A Ordinary Shares | 2.4% | -11.3% |
| FUN | Six Flags Entertainment Corporation | 2.0% | -38.6% |
| RIOT | Riot Blockchain Inc | 1.4% | +27.7% |
| TWLO | Twilio Inc | 0.7% | +137.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | COHR | 6.0% → 0.0% |
| Aug 31, 2026 | SELL | TLN | 12.4% → 10.1% |
| Aug 31, 2026 | SELL | ICLR | 8.3% → 0.0% |
| Aug 31, 2026 | SELL | CXM | 0.9% → 0.0% |
| Aug 31, 2026 | SELL | PRMB | 9.3% → 9.9% |
Investment Style Analysis
Sachem Head Capital Management LP is widely recognized for employing a Activist strategy. As of Sep 21, 2026, the firm oversees approximately $4.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Beverages - Non-Alcoholic and Utilities - Independent Power Producers sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Sachem Head Capital Management LP made a significant move by reducing the position in COHR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Sachem Head's investment philosophy is centered on a concentrated, research-intensive approach to value investing. The firm identifies mid-to-large-cap companies trading at a significant discount to their intrinsic value, often due to operational inefficiencies or misaligned corporate strategies. By maintaining a small, high-conviction portfolio, Sachem Head conducts deep-dive analysis and engages constructively with portfolio companies to unlock value. The strategy focuses on identifying specific catalysts, such as management changes, divestitures, or governance reforms, that can bridge the gap between market price and fair value. While primarily equity-focused, the firm also opportunistically explores event-driven and distressed credit situations to achieve equity-like returns over a multi-year horizon.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Sachem Head Capital Management LP.
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Frequently asked questions
How is the simulated portfolio for Sachem Head Capital Management LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Sachem Head Capital Management LP's largest holding?
As of the latest filing, Sachem Head Capital Management LP's top position is Talen Energy Corporation (TLN), representing 10.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Sachem Head Capital Management LP's historical performance and risk profile?
Our simulation indicates a total return of +12.4% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 3.46, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Sachem Head Capital Management LP primarily invest in?
Sachem Head Capital Management LP has a strong preference for the Beverages - Non-Alcoholic sector, which makes up 17.1% of their disclosed assets. The portfolio also has exposure to Utilities - Independent Power Producers, indicating a specific thematic focus.
Is Sachem Head Capital Management LP's portfolio concentrated or diversified?
Sachem Head Capital Management LP runs a highly concentrated portfolio with 18 disclosed positions. The top 3 holdings alone account for 29.7% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Sachem Head Capital Management LP performed in 2026?
Our AI-simulated model portfolio for Sachem Head Capital Management LP tracks a Year-to-Date (YTD) return of +0.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Scott Ferguson manage Sachem Head Capital Management LP directly?
Yes, Scott Ferguson serves as the key portfolio manager for Sachem Head Capital Management LP, overseeing the investment strategy and final capital allocation decisions.