Comcast Corporation (2020 – 2022)

Trian announced its investment in Comcast Corporation (“Comcast”) on September 21, 2020. At that time, Trian believed Comcast’s stock was undervalued.

Comcast is a global information technology company with three primary businesses: Comcast Cable, NBCUniversal and Sky Group. Each of Comcast’s businesses are leaders in their respective industries.

In May 2022, Trian announced it had exited its position in Comcast.

Sector: Communication Services

Company Website: https://corporate.comcast.com/