TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q3 2020
Top Holdings9 positions
SYSCO CORP | 24.4M | $1.5B | 25.1% | $64.86 | -18.61% | 5 qtrssince 2019-Q3 | Unchanged 0 |
PROCTER & GAMBLE CO | 10.1M | $1.4B | 23.3% | $104.11 | +14.60% | 5 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 15.6M | $723M | 11.9% | $33.04 | +7.77% | 2 qtrssince 2020-Q2 | Increased 100 |
MONDELEZ INTL INC | 12.2M | $703.3M | 11.6% | $46.24 | +6.20% | 5 qtrssince 2019-Q3 | Decreased 0 |
WENDYS CO | 26.6M | $593.9M | 9.8% | $15.21 | +13.43% | 5 qtrssince 2019-Q3 | Unchanged 0 |
INVESCO LTD | 36.7M | $419.2M | 6.9% | $8.59 | +4.37% | 2 qtrssince 2020-Q2 | Increased 92 |
Janus Henderson Group plc | 17.7M | $383.7M | 6.3% | $16.88 | 0.00% | 1 qtr | New 99 |
GENERAL ELECTRIC CO | 32.2M | $200.5M | 3.3% | $43.12 | -29.96% | 5 qtrssince 2019-Q3 | Decreased 0 |
NVENT ELEC PLC | 5.8M | $103.1M | 1.7% | $19.34 | +10.40% | 5 qtrssince 2019-Q3 | Decreased 0 |
TRIAN FUND MANAGEMENT, L.P. manages $6.1B across 9 positions as of Q3 2020. Top holdings: SYY (25.1%), PG (23.3%), CMCSA (11.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 1 new position, exited 2, increased 2, trimmed 4. Top move: CMCSA (INCREASED, conviction 100). Portfolio: $6.1B 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
Top Winners
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
Verify source filings on SEC EDGAR