Activist profile
Sachem Head Capital Management LP
Campaigns
6
Proxy fights
0
Settlements
6
Directors placed
9
Style
Deal-maker
Founded in 2012 by former Pershing Square partner Scott Ferguson, Sachem Head is a New York–based hedge fund with ~$3.6B AUM (September 2025). The firm runs a concentrated, value-oriented equity strategy in North America and Europe, serving institutional and sophisticated investors. Sachem Head is known for its collaborative activist style and conviction-driven portfolio, with top holdings making up the bulk of assets. Notable campaigns include Autodesk, Zoetis, and US Foods.
Recent activity
Notable Campaigns
| Year | Ticker | Target | Type |
|---|---|---|---|
| 2025 | FUN | Six Flags Entertainment Corporation | Cooperation agreement |
| 2025 | PFGC | Performance Food Group Co | Cooperation agreement |
| 2024 | TWLO | Twilio Inc | Cooperation agreement |
| 2022 | USFD | US Foods Holding Corp | Cooperation agreement |
| 2020 | OLN | Olin Corp | Cooperation agreement |
| 2020 | OLN | Olin Corp | Cooperation agreement |
Full campaign history, dissident slates, per-nominee seat outcomes, and filings timelines inside the platform →
Current positions
Q ending Mar 31, 2026Top Holdings
Full portfolio, position changes by quarter, and overlap with Sachem’s likely next targets inside the platform →
Inside Boardroom Alpha
The full Sachem Head Capital Management LP profile
- →Daily-rescored target prediction from the activist's current 13F overlap
- →Full detail on every activist board nominee and the election or settlement result
- →Per-campaign effectiveness scoring across vote outcomes and concessions
- →Composite influence, vote-strength, and negotiating-leverage scoring
- →Preferred legal counsel, proxy solicitor, and IR/PR provider history