Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: New SOLV UHAL RTO positions
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- New positions in: SOLV (5.36 mln shares), UHAL.B (0.91 mln), RTO (0.47 mln), UHAL (0.39 mln)
- Closed positions in: SYY (from 1.22 mln shares)
- Decreased positions in: DIS (to 2.65 mln shares from 32.34 mln shares), IVZ (confirmed - to 27.22 mln from 33.94 mln), FERG (to 1.95 mln from 2.49 mln)