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Overview/ Trian Fund Management, L.P./ Q3 2021

Trian Fund Management, L.P.

Nelson Peltz · As of Q3 2021 · filed Nov 12, 2021

Q3 2021

Holdings

9 positions · Δ vs prior quarter
FERG1GBX FERGUSON PLC
$1.77B
22.1%
12,728,931 −388,442 −3.0% Reduced
CMCSA COMCAST CORP-CLASS A
$1.12B
13.9%
19,991,416 −806,050 −3.9% Reduced
SYY SYSCO CORP
$1.05B
13.1%
13,382,626 −4,493,098 −25.1% Reduced
Janus Henderson Group plc
$979.6M
12.2%
23,702,312 +2,479,228 +11.7% Added
IVZ INVESCO LTD
$955.6M
11.9%
36,755,775 Held
PG PROCTER & GAMBLE CO
$736.7M
9.2%
5,269,523 −522,262 −9.0% Reduced
WEN WENDY'S CO
$549.2M
6.8%
25,333,339 −1,297,290 −4.9% Reduced
MDLZ MONDELEZ INTERNATIONAL INC-A
$465.3M
5.8%
7,997,848 −640,237 −7.4% Reduced
GE GENERAL ELECTRIC
$414.8M
5.2%
4,025,628 +4,025,628 New

Sold positions

1 closed in Q3 2021 · shares & value as of prior filing
Holding Shares sold Prior value
General Electric Co.
32,201,472 $433.4M

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.