Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Lowers PG holding, Maintains most positions
Highlights from 2019 Q4 filing as compared to Q3 2019:
- Maintained positions in: GE (~64.23 mln shares), WEN (~26.63 mln shares), SYY (~23.68 mln shares), MDLZ (~18.83 mln shares), NVT (~13.55 mln shares), BK (~12.15 mln shares), LM (~3.88 mln shares)
- Decreased positions in: PG (to ~32.15 mln shares from ~36.63 mln shares)