Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Confirms new GEHC position, Exits SYY, Confirms lowered IVZ / WEN
Highlights from Q1 2023 filing as compared to Q4 2022:
- New positions in: GEHC (confirmed ~1.34 mln share holding, GE spin-off)
- Maintained positions in: JHG (~31.87 mln shares), GE (~4.03 mln)
- Closed positions in: SYY (from ~0 mln shares)
- Decreased positions in: IVZ (confirms lowered to ~33.94 mln shares from ~55.76 mln shares), FERG (to ~5.86 mln from ~11.22 mln), WEN (confirms lowered to ~21.71 mln from ~25.33 mln), DIS (to ~5.92 mln from ~9.03 mln)