Trian Fund Management, L.P.
Nelson Peltz · As of Q4 2018 · filed Feb 14, 2019
| PG PROCTER & GAMBLE CO | 37.7% | Added +0.0% | 37,910,766 | $3.48B |
| SYY SYSCO CORP | 19.2% | Reduced −24.8% | 28,303,910 | $1.77B |
| BNY BANK OF NEW YORK MELLON CORP | 8.2% | Added +0.0% | 16,139,123 | $759.7M |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 8.2% | Added +0.0% | 18,824,836 | $753.6M |
| PPG PPG INDUSTRIES INC | 7.8% | Added +69.2% | 7,009,412 | $716.6M |
| General Electric Co. | 5.8% | Added +0.0% | 70,865,317 | $536.5M |
| WEN WENDY'S CO | 5.3% | Held | 31,630,629 | $493.8M |
| NVT NVENT ELECTRIC PLC | 4.3% | Held | 17,562,998 | $394.5M |
| PNR PENTAIR PLC | 3.5% | Reduced −28.7% | 8,580,717 | $324.2M |
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.