whalepapers
Investors/ Trian Fund Management, L.P./ Q2 2018

Trian Fund Management, L.P.

Nelson Peltz · As of Q2 2018 · filed Oct 9, 2018

PG PROCTER & GAMBLE CO
28.7%
Held 37,908,621 $2.96B
SYY SYSCO CORP
28.2%
Reduced −5.1% 42,562,249 $2.91B
General Electric Co.
9.4%
Added +0.0% 70,861,131 $964.4M
BNY BANK OF NEW YORK MELLON CORP
8.4%
Added +0.0% 16,138,942 $870.4M
MDLZ MONDELEZ INTERNATIONAL INC-A
7.5%
Added +0.0% 18,824,680 $771.8M
PNR PENTAIR PLC
5.6%
Reduced −10.8% 13,739,444 $578.2M
WEN WENDY'S CO
5.3%
Reduced −7.1% 31,630,629 $543.4M
NVT NVENT ELECTRIC PLC
4.3%
New 17,562,998 $440.8M
PPG PPG INDUSTRIES INC
2.6%
New 2,593,520 $269.0M

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.