Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Increased PNR, decreased BK holdings
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- Increased positions in: PNR (to ~15.41 mln shares from ~15.2 mln shares)
- Maintained positions in: GE (~70.85 mln shares), SYY (~44.5 mln shares), MDLZ (~42.5 mln shares), WEN (~39.04 mln shares), PG (~37.91 mln shares)
- Closed positions in: DWDP (from ~12.53 mln shares)
- Decreased positions in: BK (to ~15.78 mln shares from ~22.38 mln shares)