Sachem Head Capital Management LP Buys Eagle Materials Inc, Berry Global Group Inc, Yandex NV, Sells Shire PLC, Salesforce.com Inc, Autodesk Inc

New York, NY, based Investment company Sachem Head Capital Management LP buys Eagle Materials Inc, Berry Global Group Inc, Yandex NV, Takeda Pharmaceutical Co, Allergan PLC, WellCare Health Plans Inc, Fox Corp, Zayo Group Holdings Inc, Centene Corp, PG&E Corp, sells Shire PLC, Salesforce.com Inc, Autodesk Inc, Worldpay Inc, NXP Semiconductors NV, Mellanox Technologies, Microsoft Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Sachem Head Capital Management LP. As of 2019Q1, Sachem Head Capital Management LP owns 12 stocks with a total value of $1.6 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. Eagle Materials Inc (EXP) - 3,325,000 shares, 17.04% of the total portfolio. New Position
  2. Berry Global Group Inc (BERY) - 3,745,000 shares, 12.26% of the total portfolio. New Position
  3. Microsoft Corp (MSFT) - 1,499,600 shares, 10.75% of the total portfolio. Shares reduced by 37.12%
  4. Zayo Group Holdings Inc (ZAYO) - 5,800,000 shares, 10.02% of the total portfolio. Shares added by 93.33%
  5. US Foods Holding Corp (USFD) - 4,300,000 shares, 9.13% of the total portfolio.
New Purchase: Eagle Materials Inc (EXP)

Sachem Head Capital Management LP initiated holding in Eagle Materials Inc. The purchase prices were between $61.03 and $84.3, with an estimated average price of $72.06. The stock is now traded at around $88.26. The impact to a portfolio due to this purchase was 17.04%. The holding were 3,325,000 shares as of .

New Purchase: Berry Global Group Inc (BERY)

Sachem Head Capital Management LP initiated holding in Berry Global Group Inc. The purchase prices were between $46.75 and $55.64, with an estimated average price of $51.56. The stock is now traded at around $48.56. The impact to a portfolio due to this purchase was 12.26%. The holding were 3,745,000 shares as of .

New Purchase: Yandex NV (YNDX)

Sachem Head Capital Management LP initiated holding in Yandex NV. The purchase prices were between $26.8 and $36.16, with an estimated average price of $33. The stock is now traded at around $36.31. The impact to a portfolio due to this purchase was 7.58%. The holding were 3,630,000 shares as of .

New Purchase: Takeda Pharmaceutical Co Ltd (TAK)

Sachem Head Capital Management LP initiated holding in Takeda Pharmaceutical Co Ltd. The purchase prices were between $16.7 and $21.52, with an estimated average price of $20.07. The stock is now traded at around $18.03. The impact to a portfolio due to this purchase was 7.39%. The holding were 5,963,600 shares as of .

New Purchase: Allergan PLC (AGN)

Sachem Head Capital Management LP initiated holding in Allergan PLC. The purchase prices were between $132.09 and $160.79, with an estimated average price of $144.95. The stock is now traded at around $136.71. The impact to a portfolio due to this purchase was 6.9%. The holding were 775,000 shares as of .

New Purchase: WellCare Health Plans Inc (WCG)

Sachem Head Capital Management LP initiated holding in WellCare Health Plans Inc. The purchase prices were between $230.61 and $282.5, with an estimated average price of $258.4. The stock is now traded at around $272.85. The impact to a portfolio due to this purchase was 5.82%. The holding were 355,000 shares as of .

Added: Zayo Group Holdings Inc (ZAYO)

Sachem Head Capital Management LP added to a holding in Zayo Group Holdings Inc by 93.33%. The purchase prices were between $22.82 and $28.68, with an estimated average price of $26.47. The stock is now traded at around $32.86. The impact to a portfolio due to this purchase was 4.84%. The holding were 5,800,000 shares as of .

Sold Out: Shire PLC (SHPG)

Sachem Head Capital Management LP sold out a holding in Shire PLC. The sale prices were between $172.15 and $179.2, with an estimated average price of $176.08.

Sold Out: Salesforce.com Inc (CRM)

Sachem Head Capital Management LP sold out a holding in Salesforce.com Inc. The sale prices were between $130.4 and $166.95, with an estimated average price of $154.74.

Sold Out: Autodesk Inc (ADSK)

Sachem Head Capital Management LP sold out a holding in Autodesk Inc. The sale prices were between $121.85 and $164.28, with an estimated average price of $149.2.

Sold Out: Worldpay Inc (WP)

Sachem Head Capital Management LP sold out a holding in Worldpay Inc. The sale prices were between $72.47 and $113.5, with an estimated average price of $90.32.

Sold Out: NXP Semiconductors NV (NXPI)

Sachem Head Capital Management LP sold out a holding in NXP Semiconductors NV. The sale prices were between $71.97 and $97.14, with an estimated average price of $87.6.

Sold Out: Mellanox Technologies Ltd (MLNX)

Sachem Head Capital Management LP sold out a holding in Mellanox Technologies Ltd. The sale prices were between $80.4 and $118.36, with an estimated average price of $100.17.



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