Sachem Head Capital

NewSTX9.5% of the bookNewMKSI7.5% of the bookNewCELH5.5% of the bookNewGLNG3.7% of the bookAddedCVNA466% more sharesAddedSHC33.6% more shares

Holdings as of Jun 30 (Q2 2026), filed 45 days later (the report at the SEC)

NewPRMB7.8% of the bookNewWFRD5.8% of the bookNewICLR5.6% of the bookNewGIL5.5% of the bookAddedTLN54.8% more sharesAddedDKS31.6% more shares

Holdings as of Mar 31 (Q1 2026), filed 45 days later (the report at the SEC)

NewECHO13.3% of the bookNewCVNA6.2% of the bookNewLYV4.1% of the bookNewHUT3.0% of the bookAddedTLN72.4% more sharesAddedWarner Bros Discovery Inc107% more shares

Holdings as of Dec 31 (Q4 2025), filed 44 days later (the report at the SEC)

NewPFGC9.8% of the bookNewSGI6.1% of the bookNewADMA3.7% of the bookNewWarner Bros Discovery Inc2.1% of the bookAddedKenvue Inc200% more sharesAddedDKS54.5% more shares

Holdings as of Sep 30 (Q3 2025), filed 45 days later (the report at the SEC)

NewKenvue Inc6.6% of the bookNewFUN4.6% of the bookNewVST4.2% of the bookNewDKS4.0% of the bookAddedGDS63.2% more sharesAddedACHC16.0% more shares

Holdings as of Jun 30 (Q2 2025), filed 45 days later (the report at the SEC)

NewNCNO5.4% of the bookNewSTX5.1% of the bookNewGDS4.3% of the bookAddedCVS401% more sharesAddedTLN90.7% more sharesAddedCOHR145% more shares

Holdings as of Mar 31 (Q1 2025), filed 45 days later (the report at the SEC)