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Trian Partners

Q4 2017 13F · by Nelson Peltz, CEO

As of
Dec 31, 2017
Filed
Feb 14, 2018
US stock
$11.8B · prev $13.0B
Positions
7 · prev 8
Options notional
$0
Documents
1· no amendments

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

  • US stock listed on a US exchange 100.0%
  • Foreign stock not listed in the US 0.0%
  • Notes debt, at principal 0.0%
  • Puts at notional value 0.0%
  • Calls at notional value 0.0%

Moves4 since the prior filing

The book

Very concentrated · behaves like 5 equal-sized positions

  1. Very concentrated
  2. Concentrated
  3. Focused
  4. Diversified

Low turnover · 0.5% a year, more than 30 years per position

  1. Low
  2. Moderate
  3. High

Top 5 positions87% of US stock

  1. PG Procter & Gamble Company held held29.5%
  2. SYY Sysco Corporation added+4.37 pp added+4.3722.9%
  3. MDLZ Mondelez International, Inc. Class A held held15.4%
  4. unresolved General Electric Co held held10.5%
  5. PNR Pentair plc added+1.25 pp added+1.259.2%

Positions7 in this filing · 1 exited

PGProcter & Gamble Company29.47%37,908,621$3.5Bheld—5 q
SYYSysco Corporation22.86%44,499,052$2.7Badded0%+4.37 pp11 q
MDLZMondelez International, Inc. Class A15.39%42,504,701$1.8Bheld—19 q
unresolvedGeneral Electric Co10.46%70,851,055$1.2Bheld—11 q
PNRPentair plc9.21%15,411,807$1.1Badded+1%+1.25 pp5 q
BNYBank of New York Mellon Corporation7.19%15,776,432$850Mtrimmed−29%−1.95 pp16 q
WENThe Wendy's Company5.42%39,035,921$641Mheld—19 q
unresolvedDowdupont Inc—−12,526,545—exited−6.68 pp—

Source

Form
13F-HR
Reading
0 defects · 1 unresolved
Accession
0001345471-18-000010
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet