Trian Fund Management (Nelson Peltz) discloses updated portfolio positions in 13F filing: Slightly increases GE PG PNR increased positions
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- Increased positions in: GE (to ~70.85 mln shares from ~68.98 mln shares), PG (to ~37.61 mln from ~36.72 mln), PNR (to ~15.2 mln from ~14.34 mln)
- Maintained positions in: SYY (~43.97 mln shares), DD (~9.39 mln shares), BK (~32.38 mln shares)
- Decreased positions in: MDLZ (to ~42.5 mln shares from ~44.23 mln shares), WEN (to ~39.04 mln from ~44.54 mln)