Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Increased SYY holding
Highlights from 2020 Q2 filing as compared to Q1 2020:
- Increased positions in: SYY (to ~24.38 mln shares from ~23.68 mln shares)
- Maintained positions in: WEN (~26.63 mln shares), MDLZ (~15.85 mln)
- Decreased positions in: PG (to ~10.83 mln shares from ~31.03 mln shares), BK (to ~4.38 mln from ~9.7 mln), GE (to ~59.33 mln from ~64.24 mln), NVT (to ~12.39 mln from ~13.56 mln)