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/