Trian Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| PGProcter & Gamble Company | 37.73% | 37,910,766 | $3.5B | added0% | +7.21 pp | 9 q |
| SYYSysco Corporation | 19.20% | 28,303,910 | $1.8B | trimmed−25% | −7.48 pp | 15 q |
| BNYBank of New York Mellon Corporation | 8.22% | 16,139,123 | $760M | added0% | +0.26 pp | 20 q |
| MDLZMondelez International, Inc. Class A | 8.16% | 18,824,836 | $754M | added0% | +0.34 pp | 23 q |
| PPGPPG Industries, Inc. | 7.76% | 7,009,412 | $717M | added+69% | +3.39 pp | 3 q |
| unresolvedGeneral Electric Co | 5.81% | 70,865,317 | $536M | added0% | −1.93 pp | 15 q |
| WENThe Wendy's Company | 5.35% | 31,630,629 | $494M | held | — | 23 q |
| NVTnVent Electric plc | 4.27% | 17,562,998 | $394M | held | — | 3 q |
| PNRPentair plc | 3.51% | 8,580,717 | $324M | trimmed−29% | −1.54 pp | 9 q |
