Trian Fund Management, L.P.
Nelson Peltz · As of Q1 2014 · filed Jun 30, 2014
| MDLZ MONDELEZ INTERNATIONAL INC-A | 23.7% | Added +0.6% | 41,737,993 | $1.44B |
| PEP PEPSICO INC | 17.0% | Added +0.6% | 12,421,546 | $1.04B |
| Ingersoll-Rand PLC | 11.2% | Added +0.0% | 11,980,058 | $685.7M |
| LMEUR LEGG MASON INC | 10.4% | Held | 12,886,493 | $632.0M |
| WEN WENDY'S CO | 9.7% | Reduced −21.9% | 64,800,245 | $591.0M |
| Family Dlr Stores Inc. | 8.0% | Added +0.0% | 8,366,386 | $485.3M |
| Du Pont E I De Nemours & Co. | 6.8% | Added +6.3% | 6,141,364 | $412.1M |
| BNY BANK OF NEW YORK MELLON CORP | 5.4% | New | 9,330,230 | $329.3M |
| LAZ LAZARD INC | 5.1% | Reduced −1.4% | 6,606,540 | $311.1M |
| ALLE ALLEGION PLC | 2.5% | Reduced −25.9% | 2,956,888 | $154.3M |
| GNCIQ GNC HOLDINGS INC-CL A | 0.3% | Reduced −0.1% | 359,254 | $15.8M |
| TIFEUR TIFFANY & CO | 0.0% | Held | 12,632 | $1.1M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.