Trian Fund Management, L.P.
Nelson Peltz · As of Q3 2022 · filed Nov 14, 2022
| FERG1GBX FERGUSON PLC | 30.4% | Reduced −12.5% | 11,218,181 | $1.15B |
| IVZ INVESCO LTD | 20.1% | Held | 55,758,634 | $763.9M |
| Janus Henderson Group plc | 17.0% | Held | 31,867,800 | $647.2M |
| SYY SYSCO CORP | 13.4% | Reduced −18.4% | 7,177,540 | $507.5M |
| WEN WENDY'S CO | 12.5% | Held | 25,333,339 | $473.5M |
| GE GENERAL ELECTRIC | 6.6% | Added +0.0% | 4,027,274 | $249.3M |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 0.0% | Held | 16,239 | $890K |
| PG PROCTER & GAMBLE CO | 0.0% | Added +2.4% | 5,589 | $706K |
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.