TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q2 2021
Top Holdings9 positions
| 13.1M | $1.8B | 21.3% | — | — | 2 qtrssince 2021-Q1 | Decreased 0 | |
SYSCO CORP | 17.9M | $1.4B | 16.2% | $64.86 | +3.64% | 8 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 20.8M | $1.2B | 13.9% | $35.08 | +26.89% | 5 qtrssince 2020-Q2 | Increased 68 |
INVESCO LTD | 36.8M | $955.7M | 11.2% | $8.59 | +150.12% | 5 qtrssince 2020-Q2 | Increased 65 |
Janus Henderson Group plc | 21.2M | $823.7M | 9.6% | $20.10 | +54.02% | 4 qtrssince 2020-Q3 | Increased 81 |
PROCTER AND GAMBLE CO | 5.8M | $781.5M | 9.1% | $104.11 | +13.27% | 8 qtrssince 2019-Q3 | Decreased 0 |
WENDYS CO | 26.6M | $623.7M | 7.3% | $15.21 | +20.57% | 8 qtrssince 2019-Q3 | Unchanged 0 |
MONDELEZ INTL INC | 8.6M | $539.4M | 6.3% | $46.24 | +17.25% | 8 qtrssince 2019-Q3 | Decreased 0 |
GENERAL ELECTRIC CO | 32.2M | $433.4M | 5.1% | $43.12 | +45.23% | 8 qtrssince 2019-Q3 | Increased 63 |
TRIAN FUND MANAGEMENT, L.P. manages $8.6B across 9 positions as of Q2 2021. Top holdings: FERGL (21.3%), SYY (16.2%), CMCSA (13.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Increased 4, trimmed 4. Top move: JHG (INCREASED, conviction 81). Portfolio: $8.6B across 9 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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