Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Maintains IVZ GE holdings
Highlights from 2021 Q3 filing as compared to Q2 2021:
- Maintained positions in: IVZ (~36.76 mln shares), GE (~4.03 mln - split adjusted)
- Decreased positions in: SYY (to ~13.38 mln shares from ~17.88 mln shares), WEN (to ~25.33 mln from ~26.63 mln), CMCSA (to ~19.99 mln from ~20.8 mln), MDLZ (to ~8 mln from ~8.64 mln), PG (to ~5.27 mln from ~5.79 mln)