Trian Fund Management 13F holdings, Q1 2017
Holdings as of March 31, 2017 · filings on SEC EDGAR · latest filing →
Trian Fund Management disclosed 8 US equity positions worth $13.3bn in its Q1 2017 13F filing. The largest position was PG at 24.7% of the reported book, followed by SYY and GE. Against the Q4 2016 filing, it opened 0 new positions, added to 2 and reduced 1 among the top 8 holdings.
What did Trian Fund Management own in Q1 2017? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2016 |
|---|---|---|---|---|---|---|---|
| 1 | PG Procter and Gamble Co. | Consumer Defensive | 24.7% | $3.3bn | 36,718,855 | 472% | added |
| 2 | SYY Sysco Corp. | Consumer Defensive | 17.1% | $2.3bn | 43,973,835 | 0% | held |
| 3 | GE General Electric Co. | Industrials | 15.4% | $2.1bn | 68,977,055 | 2% | added |
| 4 | MDLZ Mondelez Intl Inc. | Consumer Defensive | 14.3% | $1.9bn | 44,232,073 | 0% | held |
| 5 | BNY Bank New York Mellon Corp. | Financial Services | 11.5% | $1.5bn | 32,372,656 | 0% | held |
| 6 | PNR Pentair PLC | Industrials | 6.8% | $900.1m | 14,338,162 | 0% | held |
| 7 | Du Pont E I De Nemours & Co. | 5.7% | $754.4m | 9,390,689 | -37% | reduced | |
| 8 | WEN Wendys Co. | Consumer Cyclical | 4.5% | $606.1m | 44,535,921 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.