Trian Fund Management, L.P.
Nelson Peltz · As of Q2 2015 · filed Oct 5, 2015
| MDLZ MONDELEZ INTERNATIONAL INC-A | 19.1% | Added +0.0% | 48,028,053 | $1.98B |
| PEP PEPSICO INC | 16.5% | Held | 18,316,211 | $1.71B |
| Du Pont E I De Nemours & Co. | 15.2% | Held | 24,563,084 | $1.57B |
| General Electric Co. | 12.7% | New | 49,622,390 | $1.32B |
| BNY BANK OF NEW YORK MELLON CORP | 12.3% | Held | 30,225,639 | $1.27B |
| WEN WENDY'S CO | 5.9% | Reduced −16.6% | 54,024,581 | $609.4M |
| LMEUR LEGG MASON INC | 5.5% | Reduced −14.3% | 11,039,896 | $568.9M |
| Ingersoll-Rand PLC | 4.7% | Reduced −14.9% | 7,289,130 | $491.4M |
| Pentair PLC | 4.5% | New | 6,788,791 | $466.7M |
| SYY SYSCO CORP | 3.6% | New | 10,218,418 | $368.9M |
| TIFEUR TIFFANY & CO | 0.0% | Added +6.3% | 14,260 | $1.3M |
| Family Dlr Stores Inc. | 0.0% | Held | 3,679 | $290K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ALLE ALLEGION PLC | 1,655,388 | $101.3M |
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.