whalepapers
Investors/ Trian Fund Management, L.P./ Q2 2013

Trian Fund Management, L.P.

Nelson Peltz · As of Q2 2013 · filed Aug 14, 2013

MDLZ MONDELEZ INTERNATIONAL INC-A
23.0%
— 40,946,850 $1.17B
PEP PEPSICO INC
19.8%
— 12,270,046 $1.00B
Ingersoll-Rand PLC
14.7%
— 13,470,668 $747.9M
Family Dlr Stores Inc.
10.3%
— 8,364,997 $521.2M
WEN WENDY'S CO
9.5%
— 83,000,245 $483.9M
LMEUR LEGG MASON INC
7.9%
— 12,884,337 $399.5M
Du Pont E I De Nemours & Co.
6.0%
— 5,778,403 $303.4M
LAZ LAZARD INC
4.2%
— 6,702,380 $215.5M
STT STATE STREET CORP
2.4%
— 1,862,816 $121.5M
BID1EUR SOTHEBY'S
1.5%
— 2,074,182 $78.6M
GNCIQ GNC HOLDINGS INC-CL A
0.7%
— 776,898 $34.3M
TIFEUR TIFFANY & CO
0.0%
— 10,651 $776K

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.