Trian Fund Management GP, LLC

All Holdings — 2011 Q1

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
12
Quarter
2011 Q1
Top Holding
HNZ (49.3%)
Top 10 Concentration
99.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-12 of 12
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
HNZ
Heinz HJ Co. ...
Unknown 49.28% 49.28% #1
Prev: #1
10.0 no change no change
P
S
270,131 $8,931,000 2006 Q3 13F Filing 2011-03-31 2011-05-15 (Est.)
TIF
Tiffany & Co. N...
Unknown 40.80% 40.80% #2
Prev: #2
10.0 no change no change
P
S
343,016 $7,395,000 2007 Q1 13F Filing 2011-03-31 2011-05-15 (Est.)
N/A
Group Inc. ...
Unknown 9.01% 9.01% #3
Prev: #3
3.6 no change no change
P
S
96,546 $1,633,000 13F Filing 2011-03-31 2011-05-15 (Est.)
N/A
Kraft Foods Inc...
Unknown 0.24% 0.24% #4
Prev: #4
0.1 no change no change
P
S
1,963 $44,000 13F Filing 2011-03-31 2011-05-15 (Est.)
PM
Philip Morris I...
Consumer Defensive 0.17% 0.17% #5
Prev: #5
0.1 no change no change
P
S
867 $31,000 2008 Q2 13F Filing 2011-03-31 2011-05-15 (Est.)
N/A
Chemtura Corp. ...
Unknown 0.15% 0.15% #6
Prev: #6
0.1 no change no change
P
S
568,720 $27,000 13F Filing 2011-03-31 2011-05-15 (Est.)
N/A
Lorillard Inc. ...
Unknown 0.08% 0.08% #7
Prev: #7
0.0 no change no change
P
S
248 $15,000 13F Filing 2011-03-31 2011-05-15 (Est.)
N/A
Mgmt Acqu ...
Unknown 0.08% 0.08% #8
Prev: #8
0.0 no change no change
P
S
1,504 $14,000 13F Filing 2011-03-31 2011-05-15 (Est.)
N/A
Sapphire Indust...
Unknown 0.07% 0.07% #9
Prev: #9
0.0 no change no change
P
S
1,321 $13,000 13F Filing 2011-03-31 2011-05-15 (Est.)
N/A
SP Acquisition ...
Unknown 0.05% 0.05% #10
Prev: #10
0.0 no change no change
P
S
897 $9,000 13F Filing 2011-03-31 2011-05-15 (Est.)
N/A
Global Consumer...
Unknown 0.04% 0.04% #11
Prev: #11
0.0 no change no change
P
S
729 $7,000 13F Filing 2011-03-31 2011-05-15 (Est.)
N/A
Acqus Co ...
Unknown 0.02% 0.02% #12
Prev: #12
0.0 no change no change
P
S
537 $4,000 13F Filing 2011-03-31 2011-05-15 (Est.)
Showing 1-12 of 12 holdings

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