Trian Fund Management (Nelson Peltz) discloses updated portfolio positions in 13F filing: Increased PG holding, maintained WEN / MDLZ / SYY / BK / PNR positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- Increased positions in: PG (to ~36.72 mln shares from ~6.42 mln shares), GE (to ~68.98 mln from ~67.42 mln)
- Maintained positions in: WEN (~44.54 mln shares), MDLZ (~44.23 mln shares), SYY (~43.97 mln shares), BK (~32.37 mln shares), PNR (~14.34 mln shares)
- Decreased positions in: DD (to ~9.39 mln shares from ~14.83 mln shares)