Holdings
| FERG1GBX FERGUSON PLC | $1.82B | 21.3% | 13,117,373 | −94,866 | −0.7% | Reduced |
| SYY SYSCO CORP | $1.39B | 16.2% | 17,875,724 | −2,727,884 | −13.2% | Reduced |
| CMCSA COMCAST CORP-CLASS A | $1.19B | 13.9% | 20,797,466 | +939,574 | +4.7% | Added |
| IVZ INVESCO LTD | $955.6M | 11.2% | 36,755,775 | +14,236 | +0.0% | Added |
| Janus Henderson Group plc | $823.7M | 9.6% | 21,223,084 | +4,856,472 | +29.7% | Added |
| PG PROCTER & GAMBLE CO | $781.5M | 9.1% | 5,791,785 | −3,093,092 | −34.8% | Reduced |
| WEN WENDY'S CO | $623.7M | 7.3% | 26,630,629 | — | — | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $539.4M | 6.3% | 8,638,085 | −745,613 | −7.9% | Reduced |
| General Electric Co. | $433.4M | 5.1% | 32,201,472 | +6,819 | +0.0% | Added |
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.