Trian Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+1.52
- added+1.11
- added+0.65
- held
Positions
| PGProcter & Gamble Company | 42.39% | 36,630,543 | $4.0B | trimmed−0% | +1.52 pp | 11 q |
| SYYSysco Corporation | 17.67% | 23,671,603 | $1.7B | added+2% | +1.11 pp | 17 q |
| MDLZMondelez International, Inc. Class A | 10.71% | 18,828,276 | $1.0B | added0% | +0.65 pp | 25 q |
| unresolvedGeneral Electric Co | 7.12% | 64,217,283 | $674M | trimmed−9% | −0.46 pp | 17 q |
| WENThe Wendy's Company | 5.92% | 28,630,629 | $561M | held | — | 25 q |
| BNYBank of New York Mellon Corporation | 5.88% | 12,621,581 | $557M | trimmed−5% | −1.27 pp | 22 q |
| PPGPPG Industries, Inc. | 5.20% | 4,224,826 | $493M | trimmed−29% | −2.03 pp | 5 q |
| NVTnVent Electric plc | 3.55% | 13,551,961 | $336M | trimmed−23% | −1.52 pp | 5 q |
| LMLegg Mason, Inc. | 1.57% | 3,877,774 | $148M | new | +1.57 pp | new |
