TRIAN FUND MANAGEMENT, L.P. Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$6.0T
Holdings
8
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FERGFerguson Plc New | 11,402,731 | $1.6T | 26.09% | |
| 2 | IVZInvesco Ltd. | 54,034,034 | $1.4T | 23.52% | |
| 3 | JHGJanus Henderson Group plc | 31,867,800 | $1.1T | 18.69% | |
| 4 | SYYSysco Corp. | 11,503,829 | $939.3B | 15.73% | |
| 5 | WENWendys Co. | 25,333,339 | $556.6B | 9.32% | |
| 6 | GEGeneral Electric Co. | 4,026,121 | $368.4B | 6.17% | |
| 7 | MDLZMondelez Intl Inc. | 450,267 | $28.3B | 0.47% | |
| 8 | PGProcter and Gamble Co. | 5,457 | $893.0M | 0.01% |