Scott Ferguson's Sachem Head disclosed a major new investment in MKS Inc. (MKSI), a key supplier for the semiconductor and advanced manufacturing industries. According to the firm's latest 13F filing, Sachem Head acquired 812,700 shares valued at approximately $361.49 million. This new position accounts for a significant 7.50% of the hedge fund's reported portfolio.
MKS Inc. is a global provider of instruments, subsystems, and process control solutions for industries like semiconductor manufacturing, electronics, and life sciences. Investors should note that 13F filings reflect positions held at the end of a quarter, in this case, June 30, 2026. The disclosure, filed on August 14, reveals a transaction that occurred at some point during the second quarter.