Trian Fund Management, L.P.
Nelson Peltz · As of Q1 2020 · filed May 15, 2020
| PG PROCTER & GAMBLE CO | 49.2% | Reduced −3.5% | 31,034,785 | $3.41B |
| SYY SYSCO CORP | 15.6% | Held | 23,676,143 | $1.08B |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 11.4% | Reduced −15.8% | 15,845,340 | $793.5M |
| General Electric Co. | 7.4% | Added +0.0% | 64,236,784 | $510.0M |
| WEN WENDY'S CO | 5.7% | Held | 26,630,629 | $396.3M |
| BNY BANK OF NEW YORK MELLON CORP | 4.7% | Reduced −20.2% | 9,701,088 | $326.7M |
| NVT NVENT ELECTRIC PLC | 3.3% | Added +0.0% | 13,555,821 | $228.7M |
| LMEUR LEGG MASON INC | 2.7% | Held | 3,881,704 | $189.6M |
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.