Trian Fund Management, L.P.
Nelson Peltz · As of Q1 2022 · filed May 13, 2022
| FERG1GBX FERGUSON PLC | 26.1% | Added +0.1% | 11,402,731 | $1.56B |
| IVZ INVESCO LTD | 23.5% | Added +18.8% | 54,034,034 | $1.40B |
| Janus Henderson Group plc | 18.7% | Added +12.7% | 31,867,800 | $1.12B |
| SYY SYSCO CORP | 15.7% | Reduced −10.5% | 11,503,829 | $939.3M |
| WEN WENDY'S CO | 9.3% | Held | 25,333,339 | $556.6M |
| GE GENERAL ELECTRIC | 6.2% | Added +0.0% | 4,026,121 | $368.4M |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 0.5% | Added +0.0% | 450,267 | $28.3M |
| PG PROCTER & GAMBLE CO | 0.0% | Reduced −97.7% | 5,457 | $893K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CMCSA COMCAST CORP-CLASS A | 19,991,416 | $1.01B |
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.