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Overview/ Trian Fund Management, L.P./ Q3 2020

Trian Fund Management, L.P.

Nelson Peltz · As of Q3 2020 · filed Nov 16, 2020

Q3 2020

Holdings

9 positions · Δ vs prior quarter
SYY SYSCO CORP
$1.52B
25.1%
24,379,843 Held
PG PROCTER & GAMBLE CO
$1.41B
23.3%
10,128,875 −696,977 −6.4% Reduced
CMCSA COMCAST CORP-CLASS A
$723.0M
11.9%
15,628,146 +8,469,146 +118.3% Added
MDLZ MONDELEZ INTERNATIONAL INC-A
$703.3M
11.6%
12,241,559 −3,607,362 −22.8% Reduced
WEN WENDY'S CO
$593.9M
9.8%
26,630,629 Held
IVZ INVESCO LTD
$419.2M
6.9%
36,739,343 +14,712,352 +66.8% Added
Janus Henderson Group plc
$383.7M
6.3%
17,666,612 +17,666,612 New
General Electric Co.
$200.5M
3.3%
32,183,233 −27,149,089 −45.8% Reduced
NVT NVENT ELECTRIC PLC
$103.1M
1.7%
5,827,483 −6,563,959 −53.0% Reduced

Sold positions

2 closed in Q3 2020 · shares & value as of prior filing
Holding Shares sold Prior value
Janus Henderson Group PLC
8,932,350 $189.0M
BNY BANK OF NEW YORK MELLON CORP
4,383,286 $169.4M

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.