Holdings
| PG PROCTER & GAMBLE CO | $3.28B | 24.7% | 37,612,012 | +893,157 | +2.4% | Added |
| SYY SYSCO CORP | $2.21B | 16.7% | 43,974,585 | +750 | +0.0% | Added |
| General Electric Co. | $1.91B | 14.4% | 70,851,055 | +1,874,000 | +2.7% | Added |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $1.84B | 13.8% | 42,504,623 | −1,727,450 | −3.9% | Reduced |
| BNY BANK OF NEW YORK MELLON CORP | $1.65B | 12.5% | 32,375,489 | +2,833 | +0.0% | Added |
| PNR PENTAIR PLC | $1.01B | 7.6% | 15,200,931 | +862,769 | +6.0% | Added |
| Du Pont E I De Nemours & Co. | $757.9M | 5.7% | 9,390,689 | — | — | Held |
| WEN WENDY'S CO | $605.4M | 4.6% | 39,035,921 | −5,500,000 | −12.3% | Reduced |
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.