Trian Fund Management, L.P.
Nelson Peltz · As of Q1 2021 · filed May 14, 2021
| SYY SYSCO CORP | 19.2% | Held | 20,603,608 | $1.62B |
| FERG1GBX FERGUSON PLC | 18.7% | New | 13,212,239 | $1.58B |
| PG PROCTER & GAMBLE CO | 14.2% | Reduced −9.6% | 8,884,877 | $1.20B |
| CMCSA COMCAST CORP-CLASS A | 12.7% | Held | 19,857,892 | $1.07B |
| IVZ INVESCO LTD | 11.3% | Added +0.0% | 36,741,539 | $955.3M |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 6.5% | Reduced −23.3% | 9,383,698 | $549.2M |
| WEN WENDY'S CO | 6.4% | Held | 26,630,629 | $539.5M |
| Janus Henderson Group plc | 6.0% | Held | 16,366,612 | $509.8M |
| General Electric Co. | 5.0% | Added +0.0% | 32,194,653 | $422.7M |
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.