TRIAN FUND MANAGEMENT, L.P. Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$3.8T
Holdings
8
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FERGFerguson Plc New | 11,218,181 | $1.2T | 30.40% | |
| 2 | IVZInvesco Ltd. | 55,758,634 | $763.9B | 20.11% | |
| 3 | JHGJanus Henderson Group plc | 31,867,800 | $647.2B | 17.04% | |
| 4 | SYYSysco Corp. | 7,177,540 | $507.5B | 13.36% | |
| 5 | WENWendys Co. | 25,333,339 | $473.5B | 12.47% | |
| 6 | GEGeneral Electric Co. | 4,027,274 | $249.3B | 6.57% | |
| 7 | MDLZMondelez Intl Inc. | 16,239 | $890.0M | 0.02% | |
| 8 | PGProcter and Gamble Co. | 5,589 | $706.0M | 0.02% |