Trian Fund Management, L.P.
Nelson Peltz · As of Q2 2019 · filed Aug 14, 2019
| PG PROCTER & GAMBLE CO | 42.4% | Reduced −0.2% | 36,630,543 | $4.02B |
| SYY SYSCO CORP | 17.7% | Added +2.1% | 23,671,603 | $1.67B |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 10.7% | Added +0.0% | 18,828,276 | $1.01B |
| General Electric Co. | 7.1% | Reduced −9.4% | 64,217,283 | $674.3M |
| WEN WENDY'S CO | 5.9% | Held | 28,630,629 | $560.6M |
| BNY BANK OF NEW YORK MELLON CORP | 5.9% | Reduced −4.7% | 12,621,581 | $557.2M |
| PPG PPG INDUSTRIES INC | 5.2% | Reduced −29.4% | 4,224,826 | $493.1M |
| NVT NVENT ELECTRIC PLC | 3.5% | Reduced −22.9% | 13,551,961 | $336.0M |
| LMEUR LEGG MASON INC | 1.6% | New | 3,877,774 | $148.4M |
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.