Trian Fund Management, L.P.
Nelson Peltz · As of Q2 2022 · filed Aug 12, 2022
| FERG1GBX FERGUSON PLC | 31.2% | Added +12.5% | 12,826,611 | $1.42B |
| IVZ INVESCO LTD | 19.8% | Added +3.2% | 55,758,634 | $899.4M |
| Janus Henderson Group plc | 16.5% | Held | 31,867,800 | $749.2M |
| SYY SYSCO CORP | 16.4% | Reduced −23.6% | 8,793,157 | $744.9M |
| WEN WENDY'S CO | 10.5% | Held | 25,333,339 | $478.3M |
| GE GENERAL ELECTRIC | 5.6% | Added +0.0% | 4,026,615 | $256.4M |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 0.0% | Reduced −96.4% | 16,239 | $1.0M |
| PG PROCTER & GAMBLE CO | 0.0% | Held | 5,457 | $785K |
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.