Trian Fund Management, L.P.
Nelson Peltz · As of Q3 2014 · filed Nov 13, 2014
| PEP PEPSICO INC | 21.9% | Added +38.1% | 17,865,831 | $1.66B |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 18.8% | Held | 41,741,854 | $1.43B |
| BNY BANK OF NEW YORK MELLON CORP | 14.7% | Added +51.2% | 28,897,639 | $1.12B |
| Ingersoll-Rand PLC | 9.5% | Added +7.0% | 12,821,051 | $722.6M |
| LMEUR LEGG MASON INC | 8.7% | Added +0.0% | 12,887,964 | $659.3M |
| Family Dlr Stores Inc. | 8.5% | Held | 8,366,386 | $646.2M |
| WEN WENDY'S CO | 7.0% | Held | 64,800,245 | $535.3M |
| Du Pont E I De Nemours & Co. | 6.6% | Added +13.3% | 6,959,877 | $499.4M |
| LAZ LAZARD INC | 3.3% | Reduced −24.7% | 4,973,851 | $252.2M |
| ALLE ALLEGION PLC | 1.0% | Held | 1,655,388 | $78.9M |
| TIFEUR TIFFANY & CO | 0.0% | Held | 13,412 | $1.3M |
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.