Holdings
| SYY SYSCO CORP | $2.15B | 21.1% | 43,966,457 | +762 | +0.0% | Added |
| General Electric Co. | $2.15B | 21.0% | 72,624,115 | −2,142,461 | −2.9% | Reduced |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $2.11B | 20.6% | 48,031,904 | — | — | Held |
| BNY BANK OF NEW YORK MELLON CORP | $1.29B | 12.6% | 32,372,626 | +152,027 | +0.5% | Added |
| Du Pont E I De Nemours & Co. | $1.17B | 11.4% | 17,450,891 | −1,788,488 | −9.3% | Reduced |
| Pentair PLC | $921.0M | 9.0% | 14,337,040 | — | — | Held |
| WEN WENDY'S CO | $440.6M | 4.3% | 40,792,537 | — | — | Held |
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.