TRIAN FUND MANAGEMENT, L.P. Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$6.1B

Holdings

9

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (9 positions)

#StockSharesValue% PortfolioType
1
SYYSysco Corp.
24,379,843$1.5T25067.45%
2
PGProcter and Gamble Co.
10,128,875$1.4T23264.51%
3
CMCSAComcast Class A Ord
15,628,146$723.0B11947.09%
4
MDLZMondelez Intl Inc.
12,241,559$703.3B11621.87%
5
WENWendys Co.
26,630,629$593.9B9813.76%
6
IVZInvesco Ltd.
36,739,343$419.2B6927.34%
7
JHGJanus Henderson Group plc
17,666,612$383.7B6341.07%
8
GEGeneral Electric Co.
32,183,233$200.5B3313.35%
9
NVTnVent Electric Plc
5,827,483$103.1B1703.56%