TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q2 2020
Top Holdings10 positions
Sysco Corp | 24.4M | $1.3B | 24.1% | $64.86 | -29.09% | 4 qtrssince 2019-Q3 | Increased 67 |
Procter & Gamble Co/The | 10.8M | $1.3B | 23.4% | $104.11 | -2.03% | 4 qtrssince 2019-Q3 | Decreased 0 |
Mondelez International Inc | 15.8M | $810.4M | 14.7% | $46.24 | -6.00% | 4 qtrssince 2019-Q3 | Increased 64 |
Wendy's Co/The | 26.6M | $580M | 10.5% | $15.21 | +10.53% | 4 qtrssince 2019-Q3 | Unchanged 0 |
GENERAL ELECTRIC COMPANY | 59.3M | $405.2M | 7.3% | $43.12 | -23.34% | 4 qtrssince 2019-Q3 | Decreased 0 |
Comcast Corp | 7.2M | $279.1M | 5.0% | $30.00 | 0.00% | 1 qtr | New 98 |
Invesco Ltd | 22M | $237M | 4.3% | $8.34 | 0.00% | 1 qtr | New 88 |
NVENT ELECTRIC PLC | 12.4M | $232.1M | 4.2% | $19.34 | -12.83% | 4 qtrssince 2019-Q3 | Decreased 0 |
JANUS HENDERSON GROUP PLC | 8.9M | $189M | 3.4% | $16.00 | 0.00% | 1 qtr | New 87 |
Bank of New York Mellon Corp/T | 4.4M | $169.4M | 3.1% | $37.18 | -21.69% | 4 qtrssince 2019-Q3 | Decreased 0 |
TRIAN FUND MANAGEMENT, L.P. manages $5.5B across 10 positions as of Q2 2020. Top holdings: SYY (24.1%), PG (23.4%), MDLZ (14.7%). Fund DNA: Concentrated Value.
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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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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