Sachem Head Capital discloses updated portfolio positions in 13F filing with new DVMT position, increased MIK, decreased EVHC, AGN
Highlights from 2016 Q3 filing as compared to 2016 Q2 filing:
- New positions in: DVMT (~2.35 mln shares)
- Increased positions in: MIK (to ~2.97 mln shares from ~1.83 mln shares)
- Maintained positions in: ADSK (~12.89 mln shares), FLT (~0.8 mln shares), GOOGL (~0.16 mln shares)
- Decreased positions in: CDK (to ~2.52 mln shares from ~7.8 mln shares), EVHC (to ~3.1 mln from ~4.93 mln), AGN (to ~0.5 mln from ~0.66 mln), CHTR (to ~0.87 mln from ~1.02 mln), TMH (to ~2.55 mln from ~2.82 mln)
- Closed positions in: AKRX (from ~2.46 mln shares), SBAC (from ~1.45 mln)