TRIAN FUND MANAGEMENT, L.P. Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$8.0T
Holdings
9
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FERGFerguson Plc New | 12,728,931 | $1.8T | 22.05% | |
| 2 | CMCSAComcast Corp. New | 19,991,416 | $1.1T | 13.90% | |
| 3 | SYYSysco Corp. | 13,382,626 | $1.1T | 13.06% | |
| 4 | JHGJanus Henderson Group plc | 23,702,312 | $979.6B | 12.18% | |
| 5 | IVZInvesco Ltd. | 36,755,775 | $955.6B | 11.88% | |
| 6 | PGProcter and Gamble Co. | 5,269,523 | $736.7B | 9.16% | |
| 7 | WENWendys Co. | 25,333,339 | $549.2B | 6.83% | |
| 8 | MDLZMondelez Intl Inc. | 7,997,848 | $465.3B | 5.78% | |
| 9 | GEGeneral Electric Co. | 4,025,628 | $414.8B | 5.16% |