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Sachem Head Capital Management LP: letters and theses

What this manager has argued in its own public filings, claim by claim. Each claim was checked against the document it came from and reviewed by a person before it appeared here. Follow any claim to the filing on sec.gov and read it yourself.

Each claim is the view as filed on its date, not a current recommendation, and a 13F holding is what was reported at that quarter’s end, not a position held today.

US Foods Holding Corp.USFD

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See the complete claim breakdown (3 more reviewed claims), how each view changed from one filing to the next, and the themes other managers are arguing.

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The letters behind these claims