TRIAN FUND MANAGEMENT, L.P.

NEW YORK, NY · CIK 0001345471

Portfolio Value: $4.82B

Positions: 7

Period: 2020-06-30

Filed: 2020-08-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

TRIAN FUND MANAGEMENT, L.P. Q2 2020 13F Filing Summary

TRIAN FUND MANAGEMENT, L.P. (NEW YORK, NY) reported a portfolio value of $4.82B across 7 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: SYY$1.33B·PG$1.29B·MDLZ$810.36M·WEN$580.01M·GE$405.24M

2 increased4 reduced1 exits

Holdings Heatmap

SYY27.6% · $1.33B+3.0%PG26.8% · $1.29B-65.1%MDLZ16.8% · $810.36M+0.0%WEN12.0%GE8.4%-7.6%NVT4.8%-8.6%

BNY3.5% · $169.41M-54.8%

Top 7 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds2

Largest Reductions4

Procter and Gamble Co.

$1.29B

-65.1%

BNY

Bank New York Mellon Corp.

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	SYYSysco Corp.	$1.33B	24,379,843	27.62%	+3.0%
2	PGProcter and Gamble Co.	$1.29B	10,825,852	26.83%	-65.1%
3	MDLZMondelez Intl Inc.	$810.36M	15,848,921	16.80%	+0.0%
4	WENWendys Co.	$580.01M	26,630,629	12.02%	-
5	GEGeneral Electric Co.	$405.24M	59,332,322	8.40%	-7.6%
6	NVTnVent Electric Plc	$232.09M	12,391,442	4.81%	-8.6%
7	BNYBank New York Mellon Corp.	$169.41M	4,383,286	3.51%	-54.8%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
SYYSysco Corp.	$1.33B	24,379,843	+703.7K	+3.0%
MDLZMondelez Intl Inc.	$810.36M	15,848,921	+3.6K	+0.0%

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