Sachem Hill LLC reported 10 positions worth $7.37M for the quarter ended Sep 30, 2026, up 5.0% on the prior quarter. It opened 0 new positions, added to 1, trimmed 3 and exited 0. Its largest holding is Union Pacific Corp at 33.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UNP Union Pacific Corp | +2,916 | +47.2% | $793.57K | 33.55% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | UNP Union Pacific Corp | Industrials | 9,089 | $2.47M | 33.55% | +2,916 | +47.2% | Added | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,998 | $994.90K | 13.49% | 0 | 0.0% | Unchanged | 0% |
| 3 | JPM Jpmorgan Chase & Co | Financial Services | 2,705 | $894.90K | 12.14% | -177 | -6.1% | Reduced | 0% |
| 4 | BRK-A Berkshire Hathaway Inc | Financial Services | 1 | $747.01K | 10.13% | 0 | 0.0% | Unchanged | 0% |
| 5 | WMT Walmart Inc. | Consumer Staples | 4,704 | $488.84K | 6.63% | 0 | 0.0% | Unchanged | 0% |
| 6 | AAPL Apple Inc. | Technology | 1,259 | $419.27K | 5.69% | -225 | -15.2% | Reduced | 0% |
| 7 | SYK Stryker Corp | Healthcare | 1,508 | $415.29K | 5.63% | -179 | -10.6% | Reduced | 0% |
| 8 | CAT Caterpillar Inc | Industrials | 473 | $383.50K | 5.2% | 0 | 0.0% | Unchanged | 0% |
| 9 | AFL Aflac Inc | Financial Services | 2,741 | $306.39K | 4.16% | 0 | 0.0% | Unchanged | 0% |
| 10 | TPL Texas Pacific Land Corp | Real Estate | 765 | $249.26K | 3.38% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Sachem Hill.
As of its Q3 2026 13F filing, Sachem Hill LLC’s five largest positions were Union Pacific Corp (UNP) at 33.5%, Berkshire Hathaway Inc (BRK-B) at 13.5%, Jpmorgan Chase & Co (JPM) at 12.1%, Berkshire Hathaway Inc (BRK-A) at 10.1%, Walmart Inc. (WMT) at 6.6% of the reported portfolio.
Sachem Hill LLC reported a 13F portfolio worth $7.37M across 10 positions for Q3 2026. That is up 5.0% from the previous quarter.
Its largest purchases by value were Union Pacific Corp ($793.57K). It opened 0 new positions.
Its largest sales by value were Apple Inc. ($74.93K), Jpmorgan Chase & Co ($58.56K), Stryker Corp ($49.29K). It exited 0 positions entirely.
From the Form 13F-HR reports Sachem Hill LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.