Trian Fund Management, L.P.
Nelson Peltz · As of Q4 2019 · filed Feb 14, 2020
| PG PROCTER & GAMBLE CO | 42.3% | Reduced −12.2% | 32,154,627 | $4.02B |
| SYY SYSCO CORP | 21.4% | Added +0.0% | 23,676,143 | $2.03B |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 10.9% | Added +0.0% | 18,828,365 | $1.04B |
| General Electric Co. | 7.6% | Added +0.0% | 64,226,941 | $716.8M |
| BNY BANK OF NEW YORK MELLON CORP | 6.4% | Held | 12,154,366 | $611.7M |
| WEN WENDY'S CO | 6.2% | Held | 26,630,629 | $591.5M |
| NVT NVENT ELECTRIC PLC | 3.7% | Held | 13,551,961 | $346.7M |
| LMEUR LEGG MASON INC | 1.5% | Held | 3,881,704 | $139.4M |
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.