TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q4 2020
Top Holdings8 positions
SYSCO CORP | 20.6M | $1.5B | 22.6% | $64.86 | -2.15% | 6 qtrssince 2019-Q3 | Decreased 0 |
PROCTER & GAMBLE CO | 9.8M | $1.4B | 20.2% | $104.11 | +15.36% | 6 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 19.9M | $1B | 15.4% | $34.64 | +17.03% | 3 qtrssince 2020-Q2 | Increased 80 |
MONDELEZ INTL INC | 12.2M | $715.8M | 10.6% | $46.24 | +8.67% | 6 qtrssince 2019-Q3 | Unchanged 0 |
INVESCO LTD | 36.7M | $640.4M | 9.5% | $8.59 | +61.12% | 3 qtrssince 2020-Q2 | Unchanged 0 |
WENDYS CO | 26.6M | $583.7M | 8.6% | $15.21 | +11.85% | 6 qtrssince 2019-Q3 | Unchanged 0 |
Janus Henderson Group plc | 16.4M | $532.1M | 7.9% | $16.88 | +51.24% | 2 qtrssince 2020-Q3 | Decreased 0 |
GENERAL ELECTRIC CO | 32.2M | $347.7M | 5.1% | $43.12 | +21.52% | 6 qtrssince 2019-Q3 | Increased 63 |
TRIAN FUND MANAGEMENT, L.P. manages $6.8B across 8 positions as of Q4 2020. Top holdings: SYY (22.6%), PG (20.2%), CMCSA (15.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Exited 1, increased 2, trimmed 3. Top move: CMCSA (INCREASED, conviction 80). Portfolio: $6.8B across 8 positions.
Top holdings by portfolio weight
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Behavioral investing profile
Position Outcomes
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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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