Monday, March 11, 2019

Trian Fund Management, L.p. Buys PPG Industries Inc, Sells Sysco Corp, Pentair PLC

New York, NY, based Investment company Trian Fund Management, L.p. buys PPG Industries Inc, sells Sysco Corp, Pentair PLC during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Trian Fund Management, L.p.. As of 2018Q4, Trian Fund Management, L.p. owns 9 stocks with a total value of $9.2 billion. These are the details of the buys and sells.

Added Positions: PPG, Reduced Positions: SYY, PNR,

For the details of TRIAN FUND MANAGEMENT, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/trian+fund+management%2C+l.p./current-portfolio/portfolio

These are the top 5 holdings of TRIAN FUND MANAGEMENT, L.P.Procter & Gamble Co (PG) - 37,910,766 shares, 37.73% of the total portfolio. Shares added by 0.01%Sysco Corp (SYY) - 28,303,910 shares, 19.20% of the total portfolio. Shares reduced by 24.84%Bank of New York Mellon Corp (BK) - 16,139,123 shares, 8.22% of the total portfolio. Mondelez International Inc (MDLZ) - 18,824,836 shares, 8.16% of the total portfolio. PPG Industries Inc (PPG) - 7,009,412 shares, 7.76% of the total portfolio. Shares added by 69.18%Added: PPG Industries Inc (PPG)

Trian Fund Management, L.p. added to a holding in PPG Industries Inc by 69.18%. The purchase prices were between $95.09 and $110.56, with an estimated average price of $103.46. The stock is now traded at around $109.84. The impact to a portfolio due to this purchase was 3.17%. The holding were 7,009,412 shares as of .

Reduced: Sysco Corp (SYY)

Trian Fund Management, L.p. reduced to a holding in Sysco Corp by 24.84%. The sale prices were between $59.95 and $73.28, with an estimated average price of $67.15. The stock is now traded at around $65.87. The impact to a portfolio due to this sale was -6.63%. Trian Fund Management, L.p. still held 28,303,910 shares as of .

Reduced: Pentair PLC (PNR)

Trian Fund Management, L.p. reduced to a holding in Pentair PLC by 28.71%. The sale prices were between $35.81 and $43.71, with an estimated average price of $40.33. The stock is now traded at around $41.75. The impact to a portfolio due to this sale was -1.45%. Trian Fund Management, L.p. still held 8,580,717 shares as of .



Here is the complete portfolio of TRIAN FUND MANAGEMENT, L.P.. Also check out:

1. TRIAN FUND MANAGEMENT, L.P.'s Undervalued Stocks
2. TRIAN FUND MANAGEMENT, L.P.'s Top Growth Companies, and
3. TRIAN FUND MANAGEMENT, L.P.'s High Yield stocks
4. Stocks that TRIAN FUND MANAGEMENT, L.P. keeps buying

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