Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: No new positions
Highlights from 2020 Q1 filing as compared to Q4 2019:
- Maintained positions in: GE (~64.24 mln shares), WEN (~26.63 mln shares), SYY (~23.68 mln shares), NVT (~13.56 mln shares), LM (~3.88 mln shares)
- Decreased positions in: MDLZ (to ~15.85 mln shares from ~18.83 mln shares), BK (to ~9.7 mln from ~12.15 mln), PG (to ~31.03 mln from ~32.15 mln)
