Holdings
| PG PROCTER & GAMBLE CO | $3.48B | 29.5% | 37,908,621 | — | — | Held |
| SYY SYSCO CORP | $2.70B | 22.9% | 44,499,052 | +6,528 | +0.0% | Added |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $1.82B | 15.4% | 42,504,701 | — | — | Held |
| General Electric Co. | $1.24B | 10.5% | 70,851,055 | — | — | Held |
| PNR PENTAIR PLC | $1.09B | 9.2% | 15,411,807 | +210,876 | +1.4% | Added |
| BNY BANK OF NEW YORK MELLON CORP | $849.7M | 7.2% | 15,776,432 | −6,599,057 | −29.5% | Reduced |
| WEN WENDY'S CO | $641.0M | 5.4% | 39,035,921 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DowDuPont Inc. | 12,526,545 | $867.2M |
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.