Sachem Head Capital Management LP Buys Uber Technologies Inc, Post Holdings Inc, Lithia Motors Inc, Sells Olin Corp, Carvana Co, Nuance Communications Inc

New York, NY, based Investment company Sachem Head Capital Management LP (Current Portfolio) buys Uber Technologies Inc, Post Holdings Inc, Lithia Motors Inc, Dell Technologies Inc, Bottomline Technologies Inc, sells Olin Corp, Carvana Co, Nuance Communications Inc, Constellium SE, News Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Sachem Head Capital Management LP. As of 2021Q3, Sachem Head Capital Management LP owns 24 stocks with a total value of $4.1 billion. These are the details of the buys and sells.

For the details of Sachem Head Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/sachem+head+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of Sachem Head Capital Management LP
  1. Elanco Animal Health Inc (ELAN) - 27,835,500 shares, 21.89% of the total portfolio.
  2. International Flavors & Fragrances Inc (IFF) - 6,509,439 shares, 21.46% of the total portfolio.
  3. Olin Corp (OLN) - 11,950,000 shares, 14.22% of the total portfolio. Shares reduced by 20.07%
  4. US Foods Holding Corp (USFD) - 6,803,552 shares, 5.81% of the total portfolio. Shares added by 20.96%
  5. Uber Technologies Inc (UBER) - 5,125,000 shares, 5.66% of the total portfolio. Shares added by 230.65%
New Purchase: Post Holdings Inc (POST)

Sachem Head Capital Management LP initiated holding in Post Holdings Inc. The purchase prices were between $99.08 and $116.55, with an estimated average price of $108.41. The stock is now traded at around $106.620000. The impact to a portfolio due to this purchase was 3.94%. The holding were 1,452,000 shares as of 2021-09-30.

New Purchase: Lithia Motors Inc (LAD)

Sachem Head Capital Management LP initiated holding in Lithia Motors Inc. The purchase prices were between $317.04 and $381.52, with an estimated average price of $347.83. The stock is now traded at around $322.820000. The impact to a portfolio due to this purchase was 3.31%. The holding were 422,800 shares as of 2021-09-30.

New Purchase: Dell Technologies Inc (DELL)

Sachem Head Capital Management LP initiated holding in Dell Technologies Inc. The purchase prices were between $46.69 and $53.31, with an estimated average price of $49.76. The stock is now traded at around $56.000000. The impact to a portfolio due to this purchase was 3%. The holding were 2,496,644 shares as of 2021-09-30.

New Purchase: Bottomline Technologies Inc (EPAY)

Sachem Head Capital Management LP initiated holding in Bottomline Technologies Inc. The purchase prices were between $37.38 and $43.71, with an estimated average price of $40.3. The stock is now traded at around $45.400000. The impact to a portfolio due to this purchase was 1.67%. The holding were 1,725,265 shares as of 2021-09-30.

New Purchase: SomaLogic Inc (SLGC)

Sachem Head Capital Management LP initiated holding in SomaLogic Inc. The purchase prices were between $10.2 and $12.77, with an estimated average price of $11.41. The stock is now traded at around $12.810000. The impact to a portfolio due to this purchase was 0.15%. The holding were 500,000 shares as of 2021-09-30.

New Purchase: Sema4 Holdings Corp (SMFR)

Sachem Head Capital Management LP initiated holding in Sema4 Holdings Corp. The purchase prices were between $0 and $12.25, with an estimated average price of $9.55. The stock is now traded at around $8.020000. The impact to a portfolio due to this purchase was 0.09%. The holding were 500,000 shares as of 2021-09-30.

Added: Uber Technologies Inc (UBER)

Sachem Head Capital Management LP added to a holding in Uber Technologies Inc by 230.65%. The purchase prices were between $38.48 and $51.71, with an estimated average price of $43.76. The stock is now traded at around $45.120000. The impact to a portfolio due to this purchase was 3.95%. The holding were 5,125,000 shares as of 2021-09-30.

Added: US Foods Holding Corp (USFD)

Sachem Head Capital Management LP added to a holding in US Foods Holding Corp by 20.96%. The purchase prices were between $31.5 and $38.04, with an estimated average price of $34.34. The stock is now traded at around $34.000000. The impact to a portfolio due to this purchase was 1.01%. The holding were 6,803,552 shares as of 2021-09-30.

Added: LivaNova PLC (LIVN)

Sachem Head Capital Management LP added to a holding in LivaNova PLC by 26.40%. The purchase prices were between $76.02 and $88.62, with an estimated average price of $82.24. The stock is now traded at around $90.440000. The impact to a portfolio due to this purchase was 0.46%. The holding were 1,125,000 shares as of 2021-09-30.

Added: KBR Inc (KBR)

Sachem Head Capital Management LP added to a holding in KBR Inc by 30.00%. The purchase prices were between $37.21 and $40.27, with an estimated average price of $38.81. The stock is now traded at around $44.950000. The impact to a portfolio due to this purchase was 0.35%. The holding were 1,560,000 shares as of 2021-09-30.

Sold Out: Carvana Co (CVNA)

Sachem Head Capital Management LP sold out a holding in Carvana Co. The sale prices were between $301.54 and $370.1, with an estimated average price of $332.15.

Sold Out: Nuance Communications Inc (NUAN)

Sachem Head Capital Management LP sold out a holding in Nuance Communications Inc. The sale prices were between $54.52 and $55.31, with an estimated average price of $54.97.

Sold Out: News Corp (NWSA)

Sachem Head Capital Management LP sold out a holding in News Corp. The sale prices were between $21.86 and $26.14, with an estimated average price of $23.68.

Sold Out: Altice USA Inc (ATUS)

Sachem Head Capital Management LP sold out a holding in Altice USA Inc. The sale prices were between $19.33 and $35.03, with an estimated average price of $29.2.

Sold Out: Synchrony Financial (SYF)

Sachem Head Capital Management LP sold out a holding in Synchrony Financial. The sale prices were between $44.8 and $51.95, with an estimated average price of $48.58.

Sold Out: CM Life Sciences II Inc (CMII)

Sachem Head Capital Management LP sold out a holding in CM Life Sciences II Inc. The sale prices were between $9.94 and $12.53, with an estimated average price of $11.22.



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