Trian Fund Management (Nelson Peltz) discloses updated portfolio positions in 13F filing: Slightly lowers GE / DD positions
Highlights from 2016 Q3 filing as compared to 2016 Q2 filing:
- Maintained positions in: MDLZ (~48.03 mln shares), SYY (~43.97 mln shares), WEN (~40.79 mln shares), BK (~32.37 mln shares, slightly more than 32.22 mln shares prior quarter), PNR (~14.34 mln shares)
- Decreased positions in: GE (to ~72.62 mln shares from ~74.77 mln shares), DD (to ~17.45 mln from ~19.24 mln)