Trian Fund Management, L.P.
Nelson Peltz · As of Q2 2021 · filed Aug 13, 2021
| FERG1GBX FERGUSON PLC | 21.3% | Reduced −0.7% | 13,117,373 | $1.82B |
| SYY SYSCO CORP | 16.2% | Reduced −13.2% | 17,875,724 | $1.39B |
| CMCSA COMCAST CORP-CLASS A | 13.9% | Added +4.7% | 20,797,466 | $1.19B |
| IVZ INVESCO LTD | 11.2% | Added +0.0% | 36,755,775 | $955.6M |
| Janus Henderson Group plc | 9.6% | Added +29.7% | 21,223,084 | $823.7M |
| PG PROCTER & GAMBLE CO | 9.1% | Reduced −34.8% | 5,791,785 | $781.5M |
| WEN WENDY'S CO | 7.3% | Held | 26,630,629 | $623.7M |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 6.3% | Reduced −7.9% | 8,638,085 | $539.4M |
| General Electric Co. | 5.1% | Added +0.0% | 32,201,472 | $433.4M |
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.