Trian Fund Management, L.P.
Nelson Peltz · As of Q4 2013 · filed Feb 14, 2014
| MDLZ MONDELEZ INTERNATIONAL INC-A | 24.7% | Added +1.3% | 41,473,078 | $1.46B |
| PEP PEPSICO INC | 17.3% | Added +0.6% | 12,348,546 | $1.02B |
| Ingersoll-Rand PLC | 12.4% | Reduced −7.2% | 11,977,676 | $737.8M |
| WEN WENDY'S CO | 12.2% | Held | 83,000,245 | $723.8M |
| LMEUR LEGG MASON INC | 9.4% | Held | 12,886,493 | $560.3M |
| Family Dlr Stores Inc. | 9.2% | Held | 8,364,997 | $543.5M |
| Du Pont E I De Nemours & Co. | 6.3% | Held | 5,778,403 | $375.4M |
| LAZ LAZARD INC | 5.1% | Held | 6,702,380 | $303.8M |
| ALLE ALLEGION PLC | 3.0% | New | 3,992,555 | $176.4M |
| GNCIQ GNC HOLDINGS INC-CL A | 0.4% | Reduced −53.7% | 359,654 | $21.0M |
| TIFEUR TIFFANY & CO | 0.0% | Added +18.6% | 12,632 | $1.2M |
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.