TRIAN FUND MANAGEMENT, L.P. Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$6.8B

Holdings

8

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (8 positions)

#StockSharesValue% PortfolioType
1
SYYSysco Corp.
20,603,608$1.5T22643.18%
2
PGProcter and Gamble Co.
9,823,724$1.4T20228.67%
3
CMCSAComcast Class A Ord
19,857,892$1.0T15399.40%
4
MDLZMondelez Intl Inc.
12,241,559$715.8B10592.76%
5
IVZInvesco Ltd.
36,739,343$640.4B9476.94%
6
WENWendys Co.
26,630,629$583.7B8638.95%
7
JHGJanus Henderson Group plc
16,366,612$532.1B7874.36%
8
GEGeneral Electric Co.
32,194,599$347.7B5145.72%