TRIAN FUND MANAGEMENT, L.P.
280 PARK AVENUE, NEW YORK, New York, 10017, (212) 451-3000
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 11 |
| New Positions | 0 |
| Increased Positions | 3 |
| Decreased Positions | 3 |
| Positions with Activity | 6 |
| Sold Out Positions | 1 |
| Total Mkt Value (in $ millions) |
4,908 |
Sector Weighting
| Basic Materials | 0% |
| Capital Goods | 15.92% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | 45.7% |
| Energy | |
| Financial | 16.5% |
| Healthcare | |
| Services | 21.88% |
| Technology | |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
11 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| MONDELEZ INTL INC | CL A | 1,241,257 | 643,269 | 107.57 | 40,300,550 |
| PEPSICO INC | COM | 993,628 | 668,829 | 205.92 | 12,030,846 |
| INGERSOLL-RAND PLC | SHS | 781,164 | New | 13,470,668 | |
| FAMILY DLR STORES INC | COM | 570,061 | 82 | .01 | 8,968,857 |
| WENDYS CO | COM | 502,981 | New | 83,000,245 | |
| LEGG MASON INC | COM | 464,996 | New | 12,884,337 | |
| LAZARD LTD | SHS A | 191,373 | New | 5,598,980 | |
| STATE STR CORP | COM | 153,564 | -51,939 | (25.27) | 2,355,641 |
| HEINZ H J CO | COM | 7,716 | New | 106,500 | |
| TIFFANY & CO NEW | COM | 830 | -77,404 | (98.94) | 10,651 |
| MEADWESTVACO CORP | COM | -56,308 | Sold Out | 0 |
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