TRIAN FUND MANAGEMENT, L.P. Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$6.9T

Holdings

8

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (8 positions)

#StockSharesValue% PortfolioType
1
PGProcter and Gamble Co.
31,034,785$3.4T49.20%
2
SYYSysco Corp.
23,676,143$1.1T15.57%
3
MDLZMondelez Intl Inc.
15,845,340$793.5B11.44%
4
GEGeneral Electric Co.
64,236,784$510.0B7.35%
5
WENWendys Co.
26,630,629$396.3B5.71%
6
BKBank New York Mellon Corp.
9,701,088$326.7B4.71%
7
NVTnVent Electric Plc
13,555,821$228.7B3.30%
8
LMEURLegg Mason Inc.
3,881,704$189.6B2.73%