Trian Fund Management, L.P. disclosed 7 US equity positions worth $11.8bn in its Q4 2017 13F filing. Its largest position is PG at 29.5% of the reported book, followed by SYY and MDLZ. Versus Q3 2017 it opened 0 new positions, added to 1, reduced 1 and exited 1.
$11.8bn
Reported equity book
Sum of the long US equity positions in the filing, at the values filed. Options are excluded.
7
Positions
Distinct securities in the equity book with a reported value above zero. Options are excluded.
29.5%
Largest position
The largest single position as a share of the reported equity book.
100%
Top 10 weight
The ten largest positions together, as a share of the reported equity book.
5
Effective positions
1 / HHI of portfolio weights: the number of equal-weight positions the book behaves like.
62
Quarters on file since Q1 2011
Quarters for which this manager's 13F holdings are on record.