Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Exits PNR, Decreases WEN BK PG PPG
Highlights from 2019 Q1 filing as compared to 2018 Q4 filing:
- Maintained positions in: GE (~70.87 mln shares), MDLZ (~18.82 mln shares), NVT (~17.57 mln shares)
- Closed positions in: PNR (from ~8.58 mln shares)
- Decreased positions in: SYY (slightly decreased to ~23.18 mln shares from ~28.3 mln shares), WEN (to ~28.63 mln from ~31.63 mln), BK (to ~13.24 mln from ~16.14 mln), PG (to ~36.7 mln from ~37.91 mln), PPG (to ~5.98 mln from ~7.01 mln)