Holdings
| PG PROCTER & GAMBLE CO | $4.02B | 42.3% | 32,154,627 | −4,475,930 | −12.2% | Reduced |
| SYY SYSCO CORP | $2.03B | 21.4% | 23,676,143 | +4,540 | +0.0% | Added |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $1.04B | 10.9% | 18,828,365 | +47 | +0.0% | Added |
| General Electric Co. | $716.8M | 7.6% | 64,226,941 | +35 | +0.0% | Added |
| BNY BANK OF NEW YORK MELLON CORP | $611.7M | 6.4% | 12,154,366 | — | — | Held |
| WEN WENDY'S CO | $591.5M | 6.2% | 26,630,629 | — | — | Held |
| NVT NVENT ELECTRIC PLC | $346.7M | 3.7% | 13,551,961 | — | — | Held |
| LMEUR LEGG MASON INC | $139.4M | 1.5% | 3,881,704 | — | — | 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.