Trian Fund Management, L.P.
Nelson Peltz · As of Q1 2015 · filed May 15, 2015
| Du Pont E I De Nemours & Co. | 20.5% | Added +1.0% | 24,563,084 | $1.76B |
| PEP PEPSICO INC | 20.5% | Added +2.5% | 18,316,211 | $1.75B |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 20.2% | Added +3.7% | 48,024,117 | $1.73B |
| BNY BANK OF NEW YORK MELLON CORP | 14.2% | Added +4.6% | 30,225,639 | $1.22B |
| LMEUR LEGG MASON INC | 8.3% | Held | 12,887,964 | $711.4M |
| WEN WENDY'S CO | 8.3% | Held | 64,800,245 | $706.3M |
| Ingersoll-Rand PLC | 6.8% | Reduced −33.2% | 8,570,293 | $583.5M |
| ALLE ALLEGION PLC | 1.2% | Held | 1,655,388 | $101.3M |
| TIFEUR TIFFANY & CO | 0.0% | Held | 13,412 | $1.2M |
| Family Dlr Stores Inc. | 0.0% | Reduced −100.0% | 3,679 | $292K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| LAZ LAZARD INC | 4,973,851 | $248.8M |
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.