TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q1 2020
Top Holdings8 positions
PROCTER AND GAMBLE CO | 31M | $3.4B | 49.2% | $104.11 | -10.47% | 3 qtrssince 2019-Q3 | Decreased 0 |
SYSCO CORP | 23.7M | $1.1B | 15.6% | $65.42 | -41.94% | 3 qtrssince 2019-Q3 | Unchanged 0 |
MONDELEZ INTL INC | 15.8M | $793.5M | 11.4% | $46.24 | -8.46% | 3 qtrssince 2019-Q3 | Decreased 0 |
GENERAL ELECTRIC CO | 64.2M | $510M | 7.4% | $43.12 | -11.02% | 3 qtrssince 2019-Q3 | Increased 64 |
WENDYS CO | 26.6M | $396.3M | 5.7% | $15.21 | -24.66% | 3 qtrssince 2019-Q3 | Unchanged 0 |
BANK NEW YORK MELLON CORP | 9.7M | $326.7M | 4.7% | $37.18 | -24.50% | 3 qtrssince 2019-Q3 | Decreased 0 |
NVENT ELEC PLC | 13.6M | $228.7M | 3.3% | $19.34 | -22.28% | 3 qtrssince 2019-Q3 | Increased 59 |
LEGG MASON INC | 3.9M | $189.6M | 2.7% | — | — | 3 qtrssince 2019-Q3 | Unchanged 0 |
TRIAN FUND MANAGEMENT, L.P. manages $6.9B across 8 positions as of Q1 2020. Top holdings: PG (49.2%), SYY (15.6%), MDLZ (11.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Increased 2, trimmed 3. Top move: GE (INCREASED, conviction 64). Portfolio: $6.9B across 8 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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