Trian Fund Management, L.P.
Nelson Peltz · As of Q3 2019 · filed Nov 14, 2019
| PG PROCTER & GAMBLE CO | 47.6% | Added +0.0% | 36,630,557 | $4.56B |
| SYY SYSCO CORP | 19.6% | Held | 23,671,603 | $1.88B |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 10.9% | Added +0.0% | 18,828,318 | $1.04B |
| General Electric Co. | 6.0% | Added +0.0% | 64,226,906 | $574.2M |
| BNY BANK OF NEW YORK MELLON CORP | 5.7% | Reduced −3.7% | 12,154,366 | $549.5M |
| WEN WENDY'S CO | 5.6% | Reduced −7.0% | 26,630,629 | $532.1M |
| NVT NVENT ELECTRIC PLC | 3.1% | Held | 13,551,961 | $298.7M |
| LMEUR LEGG MASON INC | 1.5% | Added +0.1% | 3,881,704 | $148.2M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PPG PPG INDUSTRIES INC | 4,224,826 | $493.1M |
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.