TRIAN FUND Management, L.P. is Director at SYSCO CORP (SYY). They have made 99 open-market trades across 15 companies since 2006, most recently 2023-11-14.
CIK 0001345471
35 open-market purchases totalling $1.2B since 2006, against 64 sales. Across 34 scored buys the stock is down 2.2% at ninety days, and 1.5 points behind the S&P over the same stretch.
34 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 38% | 62% | 50% |
| Avg Move | -3.8% | -0.2% | -2.2% |
| Alpha | -1.9% | -0.6% | -1.5% |
| Scored | 34 | 34 | 34 |
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 54% | 60% | 60% |
| Avg Move | -1.3% | -0.5% | -0.0% |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| WEN | SELL | 2023-11-14 | 2023-11-14 | $18.76 | $35.3M | +2.0% | +8.0% | +3.2% |
| WEN | SELL | 2023-08-22 | 2023-08-23 | $20.30 | $59.0M | -0.0% | +2.1% | -6.1% |
| WEN | SELL | 2023-05-22 | 2023-05-24 | $22.73 | $24.1M | +0.3% | -3.9% | -8.5% |
| IVZ | SELL | 2023-01-27 | 2023-01-31 | $18.34 | $115.7M | +1.8% | -4.6% | -8.8% |
| IVZ | SELL | 2023-01-23 | 2023-01-25 | $18.65 | $267.5M | +7.5% | -2.9% | -6.9% |
| IVZ | BUY | 2022-03-31 | 2022-04-04 | $23.14 | $126.1M | -9.3% | -13.8% | -29.2% |
| JHG | BUY | 2022-03-29 | 2022-03-31 | $35.64 | $24.3M | -7.0% | -13.7% | -33.9% |
| IVZ | BUY | 2022-03-28 | 2022-03-30 | $22.96 | $127.6M | -8.4% | -21.7% | -27.1% |
| IVZ | BUY | 2022-03-23 | 2022-03-25 | $21.74 | $105.6M | -2.3% | -6.3% | -24.8% |
| JHG | BUY | 2022-03-11 | 2022-03-15 | $32.67 | $29.8M | +0.5% | -6.1% | -30.8% |
| JHG | BUY | 2022-03-07 | 2022-03-09 | $30.78 | $46.2M | +10.4% | +6.3% | -11.7% |
| MDLZ | SELL | 2021-11-16 | 2021-11-18 | $62.31 | $382.5M | -6.5% | +3.5% | +5.0% |
| MDLZ | SELL | 2021-08-10 | 2021-08-12 | $62.20 | $20.1M | -0.6% | -2.9% | +0.2% |
| SYY | SELL | 2021-05-27 | 2021-05-27 | $81.08 | $29.0M | -1.2% | -5.3% | -1.6% |
| MDLZ | SELL | 2021-02-18 | 2021-02-19 | $55.63 | $109.3M | -2.4% | +8.5% | +16.3% |
| PG | SELL | 2021-02-16 | 2021-02-17 | $128.65 | $122.6M | -2.8% | +0.2% | +6.7% |
| MDLZ | SELL | 2021-02-12 | 2021-02-17 | $55.16 | $55.3M | -1.8% | +6.3% | +13.8% |
| SYY | SELL | 2020-12-03 | 2020-12-04 | $73.32 | $18.3M | -3.9% | -6.0% | +3.3% |
| PG | SELL | 2020-11-30 | 2020-11-30 | $137.31 | $84.2M | -2.6% | -1.0% | -10.7% |
| PG | SELL | 2020-08-27 | 2020-08-28 | $138.82 | $193.5M | -1.1% | -0.1% | +0.3% |
| MDLZ | SELL | 2020-08-07 | 2020-08-11 | $55.56 | $73.4M | +4.4% | +3.7% | +1.6% |
| GE | SELL | 2020-08-05 | 2020-08-05 | $6.22 | $144.1M | +2.1% | +1.3% | +23.8% |
| MDLZ | SELL | 2020-08-04 | 2020-08-06 | $55.58 | $81.3M | +3.3% | +1.7% | -0.9% |
| GE | SELL | 2020-07-31 | 2020-08-04 | $6.15 | $191.4M | +7.9% | +2.4% | +21.9% |
| SYY | BUY | 2020-05-15 | 2020-05-19 | $48.06 | $67.6M | +8.4% | +6.0% | +13.1% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| IR |
| 11,977,676 |
| $931.9M |
| LM | 12,886,493 | $644.2M |
| PNR | 12,036,582 | $643.2M |
| CEM | 9,658,100 | $431.1M |
| MDLZ | 2,512,724 | $160.6M |
| WEN | 14,943,466 | $100.0M |
| TIF | 1,759 | $231K |
| FDO | 2,500 | — |
| HNZ | 6,500 | — |
| TRY | 506,000 | — |
| Total | $22.6B |
Shares reported on the most recent Form 4, priced at the 2024-08-09 close. 3 holdings could not be priced and are excluded from the total.
| Scored | 48 | 48 | 48 |