Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Confirms increased JHG IVZ holdings, Exited CMCSA
Highlights from 2022 Q1 filing as compared to Q4 2021:
- Increased positions in: IVZ (to ~54.03 mln shares from ~45.47 mln shares), JHG (to ~31.87 mln from ~28.27 mln)
- Maintained positions in: WEN (~25.33 mln shares), FERG (~11.4 mln shares), GE (~4.03 mln shares)
- Closed positions in: CMCSA (from ~19.99 mln shares)
- Decreased positions in: SYY (to ~11.5 mln shares from ~12.85 mln shares), PG (to ~0.01 mln from ~0.24 mln)