Trian Fund Management 13F holdings, Q1 2019
Holdings as of March 31, 2019 · filings on SEC EDGAR · latest filing →
Trian Fund Management disclosed 8 US equity positions worth $9.3bn in its Q1 2019 13F filing. The largest position was PG at 40.9% of the reported book, followed by SYY and MDLZ. Against the Q4 2018 filing, it opened 0 new positions, added to 0 and reduced 5 among the top 8 holdings.
What did Trian Fund Management own in Q1 2019? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2018 |
|---|---|---|---|---|---|---|---|
| 1 | PG Procter and Gamble Co. | Consumer Defensive | 40.9% | $3.8bn | 36,702,028 | -3% | reduced |
| 2 | SYY Sysco Corp. | Consumer Defensive | 16.6% | $1.5bn | 23,182,037 | -18% | reduced |
| 3 | MDLZ Mondelez Intl Inc. | Consumer Defensive | 10.1% | $939.7m | 18,824,870 | 0% | held |
| 4 | GE General Electric Co. | Industrials | 7.6% | $708.0m | 70,872,160 | 0% | held |
| 5 | PPG PPG Inds Inc. | Basic Materials | 7.2% | $675.3m | 5,982,630 | -15% | reduced |
| 6 | BNY Bank New York Mellon Corp. | Financial Services | 7.1% | $667.7m | 13,240,187 | -18% | reduced |
| 7 | WEN Wendys Co. | Consumer Cyclical | 5.5% | $512.2m | 28,630,629 | -9% | reduced |
| 8 | NVT nVent Electric Plc | Industrials | 5.1% | $474.0m | 17,568,773 | 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.