whalepapers
Investors/ Trian Fund Management, L.P./ Q3 2018

Trian Fund Management, L.P.

Nelson Peltz · As of Q3 2018 · filed Nov 14, 2018

PG PROCTER & GAMBLE CO
30.5%
Held 37,908,621 $3.16B
SYY SYSCO CORP
26.7%
Reduced −11.5% 37,656,693 $2.76B
BNY BANK OF NEW YORK MELLON CORP
8.0%
Held 16,138,942 $822.9M
MDLZ MONDELEZ INTERNATIONAL INC-A
7.8%
Added +0.0% 18,824,773 $808.7M
General Electric Co.
7.7%
Added +0.0% 70,865,214 $800.1M
WEN WENDY'S CO
5.2%
Held 31,630,629 $542.1M
PNR PENTAIR PLC
5.0%
Reduced −12.4% 12,036,582 $521.8M
NVT NVENT ELECTRIC PLC
4.6%
Held 17,562,998 $477.0M
PPG PPG INDUSTRIES INC
4.4%
Added +59.8% 4,143,262 $452.2M

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.