Trian Fund Management 13F holdings, Q4 2017
Holdings as of December 31, 2017 · filings on SEC EDGAR · latest filing →
Trian Fund Management disclosed 7 US equity positions worth $11.8bn in its Q4 2017 13F filing. The largest position was PG at 29.5% of the reported book, followed by SYY and MDLZ. Against the Q3 2017 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 7 holdings.
What did Trian Fund Management own in Q4 2017? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2017 |
|---|---|---|---|---|---|---|---|
| 1 | PG Procter and Gamble Co. | Consumer Defensive | 29.5% | $3.5bn | 37,908,621 | 0% | held |
| 2 | SYY Sysco Corp. | Consumer Defensive | 22.9% | $2.7bn | 44,499,052 | 0% | held |
| 3 | MDLZ Mondelez Intl Inc. | Consumer Defensive | 15.4% | $1.8bn | 42,504,701 | 0% | held |
| 4 | GE General Electric Co. | Industrials | 10.5% | $1.2bn | 70,851,055 | 0% | held |
| 5 | PNR Pentair PLC | Industrials | 9.2% | $1.1bn | 15,411,807 | 1% | added |
| 6 | BNY Bank New York Mellon Corp. | Financial Services | 7.2% | $849.7m | 15,776,432 | -29% | reduced |
| 7 | WEN Wendys Co. | Consumer Cyclical | 5.4% | $641.0m | 39,035,921 | 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.