TRIAN FUND MANAGEMENT, L.P. Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$8.5T
Holdings
9
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SYYSysco Corp. | 20,603,608 | $1.6T | 19.18% | |
| 2 | FERGFerguson Plc New | 13,212,239 | $1.6T | 18.68% | |
| 3 | PGProcter and Gamble Co. | 8,884,877 | $1.2T | 14.23% | |
| 4 | CMCSAComcast Class A Ord | 19,857,892 | $1.1T | 12.71% | |
| 5 | IVZInvesco Ltd. | 36,741,539 | $955.3B | 11.30% | |
| 6 | MDLZMondelez Intl Inc. | 9,383,698 | $549.2B | 6.49% | |
| 7 | WENWendys Co. | 26,630,629 | $539.5B | 6.38% | |
| 8 | JHGJanus Henderson Group plc | 16,366,612 | $509.8B | 6.03% | |
| 9 | GEGeneral Electric Co. | 32,194,653 | $422.7B | 5.00% |