Trian Partners Portfolio: Top 5 Stocks

2. Sysco Corporation (NYSE:SYY)

Trian Partners’ Stake Value: $1.4 billion
Percentage of Trian Partners’ 13F Portfolio: 16.24%
Number of Hedge Fund Holders: 40

Sysco Corporation (NYSE: SYY) is a food distributor and consumer staples company that engages in the marketing and distribution of food and related products across the globe. The company ranks second on our list of top 9 stocks in Trian Partners’ portfolio.

According to the recent 13F Filings, Nelson Peltz holds over 17.87 million shares of Sysco Corporation (NYSE:SYY). These shares are valued at more than $1.38 billion and represent 16.24% of his hedge fund’s investment portfolio. By the end of the second quarter of 2021, 40 hedge funds out of the 873 tracked by Insider Monkey held stakes in Sysco Corporation (NYSE:SYY) worth roughly $2.6 billion. This is compared to 42 hedge funds in the previous quarter with a total stake value of approximately $2.7 billion.