Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: New LM position, decreased GE NVT PPG BK holdingsHighlights from 2019 Q2 filing as compared to Q1 2019:
- New positions in: LM (~3.88 mln shares)
- Maintained positions in: PG (~36.63 mln shares), WEN (~28.63 mln) MDLZ (~18.83 mln shares)
- Decreased positions in: GE (to ~64.22 mln shares from ~70.87 mln shares), NVT (to ~13.55 mln from ~17.57 mln), PPG (to ~4.22 mln from ~5.98 mln), BK (to ~12.62 mln from ~13.24 mln), SYY (to ~23.67 mln from ~23.18 mln)