Sachem Head Capital Management: Platform Profile

Overview

Sachem Head Capital Management is a New York investment manager founded in 2012 by Scott Ferguson. The firm describes its strategy as concentrated and value-oriented, primarily focused on equity investments in North America and Europe.

May fit better for

• investors seeking concentrated value-oriented equities;
• allocators comfortable with engaged ownership and activist situations;
• investors with multi-year time horizons;
• qualified investors able to tolerate high single-name concentration.

May fit less well for

• investors seeking broad diversification;
• retail users seeking public self-service access;
• users who treat a concentrated 13F as the complete portfolio;
• investors expecting one minimum across every vehicle.

Current regulatory AUM is $7.158B

• Regulatory AUM: $7.158B
• Regulatory AUM as of: 2026-03-17
• Discretionary AUM: $7.158B
• Client accounts: 6

Q2 2026 13F value is $4.820B

• Q2 2026 13F value: $4.820B
• Q2 2026 13F as of: 2026-06-30
• Q2 2026 13F holding count: 19

Current strategy identity

• Concentrated: Yes
• Value oriented: Yes
• Equity focused: Yes
• North America: Yes
• Europe: Yes
• Founder: Scott D. Ferguson

The firm should not be reduced to an index-like long-equity portfolio simply because public 13F holdings are visible.

Private funds and minimums are vehicle-specific

Current regulatory-data services identify major vehicles including Sachem Head LP, Sachem Head Master LP and SH Stony Creek Master Ltd.

Representative current vehicle record:

• Sachem Head Master gross assets: $2.28B
• Sachem Head Master minimum: $1M

Other current records also show $1M minimums.

Even repeated $1M fund records do not establish an immutable firmwide minimum.

Private-fund gross assets remain distinct

FilingExplorer reports aggregate private-fund gross assets above regulatory AUM.

• Private fund gross assets equal regulatory AUM: No

Master/feeder structures and gross-asset reporting can produce different totals.

Assessment

Sachem Head's 13F is relatively informative because the strategy is equity-focused, but it still does not equal the firm's $7.158B regulatory AUM. Concentration also makes a small holding count a portfolio characteristic, not an indication of low risk.