Holdings
| PG PROCTER & GAMBLE CO | $3.01B | 30.3% | 37,908,621 | — | — | Held |
| SYY SYSCO CORP | $2.69B | 27.1% | 44,840,642 | +341,590 | +0.8% | Added |
| PNR PENTAIR PLC | $1.05B | 10.6% | 15,411,582 | −225 | −0.0% | Reduced |
| General Electric Co. | $955.1M | 9.6% | 70,853,818 | +2,763 | +0.0% | Added |
| BNY BANK OF NEW YORK MELLON CORP | $831.5M | 8.4% | 16,136,596 | +360,164 | +2.3% | Added |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $785.4M | 7.9% | 18,820,060 | −23,684,641 | −55.7% | Reduced |
| WEN WENDY'S CO | $597.3M | 6.0% | 34,035,921 | −5,000,000 | −12.8% | Reduced |
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.