Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Confirms increased JHG holding, Lowered PG SYY (confirmed) MDLZ holdings
Highlights from 2021 Q2 filing as compared to Q1 2021:
- Increased positions in: JHG (to ~21.22 mln shares from ~16.37 mln shares), CMCSA (to ~20.8 mln from ~19.86 mln)
- Maintained positions in: IVZ (~36.76 mln shares), GE (~32.2 mln shares), WEN (~26.63 mln shares)
- Decreased positions in: PG (to ~5.79 mln shares from ~8.88 mln shares), SYY (to ~17.88 mln from ~20.6 mln), MDLZ (to ~8.64 mln from ~9.38 mln)