Holdings
| Du Pont E I De Nemours & Co. | $1.80B | 19.1% | 24,313,084 | +17,353,207 | +249.3% | Added |
| PEP PEPSICO INC | $1.69B | 17.9% | 17,865,831 | — | — | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $1.68B | 17.8% | 46,299,025 | +4,557,171 | +10.9% | Added |
| BNY BANK OF NEW YORK MELLON CORP | $1.17B | 12.4% | 28,897,639 | — | — | Held |
| Ingersoll-Rand PLC | $812.7M | 8.6% | 12,821,051 | — | — | Held |
| LMEUR LEGG MASON INC | $687.8M | 7.3% | 12,887,964 | — | — | Held |
| Family Dlr Stores Inc. | $662.7M | 7.0% | 8,366,386 | — | — | Held |
| WEN WENDY'S CO | $585.1M | 6.2% | 64,800,245 | — | — | Held |
| LAZ LAZARD INC | $248.8M | 2.6% | 4,973,851 | — | — | Held |
| ALLE ALLEGION PLC | $91.8M | 1.0% | 1,655,388 | — | — | Held |
| TIFEUR TIFFANY & CO | $1.4M | 0.0% | 13,412 | — | — | Held |
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.