Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: New PPG position, Lowers SYY PNR holdingsHighlights from 2018 Q3 filing as compared to 2018 Q2 filing:
- New positions in: PPG (~4.14 mln shares)
- Maintained positions in: GE (~70.87 mln shares), PG (~37.91 mln shares), WEN (~31.63 mln shares), MDLZ (~18.82 mln shares), NVT (~17.56 mln shares), BK (~16.14 mln shares)
- Decreased positions in: SYY (to ~37.66 mln shares from ~42.56 mln shares), PNR (to ~12.04 mln from ~13.74 mln)