Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Confirms DIS holding
Highlights from Q4 2022 filing as compared to Q3 2022:
- New positions in: DIS (~9.03 mln shares)
- Maintained positions in: IVZ (~55.8 mln), JHG (~31.9 mln shares), WEN (~25.3 mln shares), FERG (~11.2 mln shares), GE (~4.03 mln shares)
- Closed positions in: PG (from ~0.01 mln shares)
- Decreased positions in: SYY (to ~5K shares from ~7.2 mln shares)