Trian Fund Management as of Dec. 31, 2021
Portfolio Holdings for Trian Fund Management
Trian Fund Management holds 9 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferguson SHS (FERG) | 27.1 | $2.0B | 11M | 177.50 | |
| Janus Henderson Group Ord Shs (JHG) | 15.9 | $1.2B | 28M | 41.94 | |
| Invesco SHS (IVZ) | 15.9 | $1.2B | 46M | 26.00 | |
| SYSCO Corporation (SYY) | 13.5 | $1.0B | 13M | 78.55 | |
| Comcast Corp Cl A (CMCSA) | 13.5 | $1.0B | 20M | 50.33 | |
| Wendy's/arby's Group (WEN) | 8.1 | $604M | 25M | 23.85 | |
| General Electric Com New (GE) | 5.1 | $380M | 4.0M | 94.47 | |
| Procter & Gamble Company (PG) | 0.5 | $39M | 237k | 163.58 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $30M | 450k | 66.31 |
