13F filing recap · Q3 2014
What did Trian Fund Management buy in Q3 2014?
Reported stock-position changes between this filing and the previous one.
Stock value
$7.61B
Positions
11
Estimated turnover
14.3%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
PEPPepsico, Inc.$1.66Breported value+4.93M shares+38.1%BNYThe Bank of New York Mellon Corporation$1.12Breported value+9.79M shares+51.2%IRIngersoll Rand Inc.$722.59Mreported value+842.1K shares+7.0%LMLegg Mason Inc$659.35Mreported value+1.5K shares+0.0%DDE.I. du Pont de Nemours and Company$499.44Mreported value+818.5K shares+13.3%