whalepapers
Overview/ Trian Fund Management, L.P./ Q4 2021

Trian Fund Management, L.P.

Nelson Peltz · As of Q4 2021 · filed Feb 11, 2022

Q4 2021

Holdings

9 positions · Δ vs prior quarter
FERG1GBX FERGUSON PLC
$2.02B
27.1%
11,391,981 −1,336,950 −10.5% Reduced
Janus Henderson Group plc
$1.19B
15.9%
28,272,648 +28,272,648 New
IVZ INVESCO LTD
$1.18B
15.9%
45,473,859 +8,718,084 +23.7% Added
SYY SYSCO CORP
$1.01B
13.5%
12,853,962 −528,664 −4.0% Reduced
CMCSA COMCAST CORP-CLASS A
$1.01B
13.5%
19,991,416 Held
WEN WENDY'S CO
$604.2M
8.1%
25,333,339 Held
GE GENERAL ELECTRIC
$380.3M
5.1%
4,026,113 +485 +0.0% Added
PG PROCTER & GAMBLE CO
$38.8M
0.5%
237,384 −5,032,139 −95.5% Reduced
MDLZ MONDELEZ INTERNATIONAL INC-A
$29.9M
0.4%
450,184 −7,547,664 −94.4% Reduced

Sold positions

1 closed in Q4 2021 · shares & value as of prior filing
Holding Shares sold Prior value
Janus Henderson Group plc
23,702,312 $979.6M

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.