Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Affirms cut MDLZ holding, Maintained GE SYY PG holdings
Highlights from 2018 Q1 filing as compared to 2017 Q4 filing:
- Maintained positions in: GE (~70.85 mln shares), SYY (~44.84 mln shares), PG (~37.91 mln shares), BK (~16.14 mln shares), PNR (~15.41 mln shares)
- Decreased positions in: MDLZ (to ~18.82 mln shares from ~42.5 mln shares), WEN (to ~34.04 mln from ~39.04 mln)