Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Increased PPG holding, Lowered SYY / PNR holdings
New positions Highlights from 2018 Q4 filing as compared to 2018 Q3 filing:
- Increased positions in: PPG (to ~7.01 mln shares from ~4.14 mln shares)
- Maintained positions in: GE (~70.87 mln shares), PG (~37.91 mln shares), WEN (~31.63 mln shares), MDLZ (~18.82 mln shares), NVT (~17.56 mln shares), BK (~16.14 mln shares)
- Decreased positions in: SYY (to ~28.3 mln shares from ~37.66 mln shares), PNR (to ~8.58 mln from ~12.04 mln)