Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Increases IVZ JHG positions, Lowers MDLZ PG holdings
Highlights from 2021 Q4 filing as compared to Q3 2021:
- Increased positions in: IVZ (to ~45.47 mln shares from ~36.76 mln shares), JHG (to ~28.27 mln from ~23.7 mln)
- Maintained positions in: WEN (~25.33 mln shares), CMCSA (~19.99 mln shares), GE (~4.03 mln shares)
- Decreased positions in: MDLZ (to ~0.45 mln shares from ~8 mln shares), PG (to ~0.24 mln from ~5.27 mln), SYY (to ~12.85 mln from ~13.38 mln)