Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Increased IVZ FERG holdings
Highlights from 2022 Q2 filing as compared to Q1 2022:
- Increased positions in: IVZ (to ~55.76 mln shares from ~54.03 mln shares), FERG (to ~12.83 mln from ~11.4 mln)
- Maintained positions in: JHG (~31.87 mln shares), WEN (~25.33 mln shares), GE (~4.03 mln shares)
- Decreased positions in: SYY (to ~8.79 mln shares from ~11.5 mln shares), MDLZ (to ~0.02 mln from ~0.45 mln)