Holdings
| SYY SYSCO CORP | $1.62B | 19.2% | 20,603,608 | — | — | Held |
| FERG1GBX FERGUSON PLC | $1.58B | 18.7% | 13,212,239 | +13,212,239 | — | New |
| PG PROCTER & GAMBLE CO | $1.20B | 14.2% | 8,884,877 | −938,847 | −9.6% | Reduced |
| CMCSA COMCAST CORP-CLASS A | $1.07B | 12.7% | 19,857,892 | — | — | Held |
| IVZ INVESCO LTD | $955.3M | 11.3% | 36,741,539 | +2,196 | +0.0% | Added |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $549.2M | 6.5% | 9,383,698 | −2,857,861 | −23.3% | Reduced |
| WEN WENDY'S CO | $539.5M | 6.4% | 26,630,629 | — | — | Held |
| Janus Henderson Group plc | $509.8M | 6.0% | 16,366,612 | — | — | Held |
| General Electric Co. | $422.7M | 5.0% | 32,194,653 | +54 | +0.0% | Added |
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.