Trian Fund Management, L.P.
Nelson Peltz · As of Q4 2017 · filed Feb 14, 2018
| PG PROCTER & GAMBLE CO | 29.5% | Held | 37,908,621 | $3.48B |
| SYY SYSCO CORP | 22.9% | Added +0.0% | 44,499,052 | $2.70B |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 15.4% | Held | 42,504,701 | $1.82B |
| General Electric Co. | 10.5% | Held | 70,851,055 | $1.24B |
| PNR PENTAIR PLC | 9.2% | Added +1.4% | 15,411,807 | $1.09B |
| BNY BANK OF NEW YORK MELLON CORP | 7.2% | Reduced −29.5% | 15,776,432 | $849.7M |
| WEN WENDY'S CO | 5.4% | Held | 39,035,921 | $641.0M |
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.