Trian Fund Management 13F holdings, Q1 2018
Holdings as of March 31, 2018 · filings on SEC EDGAR · latest filing →
Trian Fund Management disclosed 7 US equity positions worth $9.9bn in its Q1 2018 13F filing. The largest position was PG at 30.3% of the reported book, followed by SYY and PNR. Against the Q4 2017 filing, it opened 0 new positions, added to 2 and reduced 2 among the top 7 holdings.
What did Trian Fund Management own in Q1 2018? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2017 |
|---|---|---|---|---|---|---|---|
| 1 | PG Procter and Gamble Co. | Consumer Defensive | 30.3% | $3.0bn | 37,908,621 | 0% | held |
| 2 | SYY Sysco Corp. | Consumer Defensive | 27.1% | $2.7bn | 44,840,642 | 1% | added |
| 3 | PNR Pentair PLC | Industrials | 10.6% | $1.0bn | 15,411,582 | -0% | held |
| 4 | GE General Electric Co. | Industrials | 9.6% | $955.1m | 70,853,818 | 0% | held |
| 5 | BNY Bank New York Mellon Corp. | Financial Services | 8.4% | $831.5m | 16,136,596 | 2% | added |
| 6 | MDLZ Mondelez Intl Inc. | Consumer Defensive | 7.9% | $785.4m | 18,820,060 | -56% | reduced |
| 7 | WEN Wendys Co. | Consumer Cyclical | 6.0% | $597.3m | 34,035,921 | -13% | reduced |
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.