Trian Fund Management, L.P.
Nelson Peltz · As of Q3 2017 · filed Nov 14, 2017
| PG PROCTER & GAMBLE CO | 26.6% | Added +0.8% | 37,908,621 | $3.45B |
| SYY SYSCO CORP | 18.5% | Added +1.2% | 44,492,524 | $2.40B |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 13.3% | Added +0.0% | 42,504,701 | $1.73B |
| General Electric Co. | 13.2% | Held | 70,851,055 | $1.71B |
| BNY BANK OF NEW YORK MELLON CORP | 9.1% | Reduced −30.9% | 22,375,489 | $1.19B |
| PNR PENTAIR PLC | 8.0% | Held | 15,200,931 | $1.03B |
| DowDuPont Inc. | 6.7% | New | 12,526,545 | $867.2M |
| WEN WENDY'S CO | 4.7% | Held | 39,035,921 | $606.2M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| Du Pont E I De Nemours & Co. | 9,390,689 | $757.9M |
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.