Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2018, the filing reported:

New Buys - None reported

Increases - The Bank of New York Mellon Cor, Sysco Corporation

Reductions - Pentair, Mondelez International, Inc., Wendy's Company (The)

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2018	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Buy	+360,164	+2.3%	$831.52K	16,136,596
Q1 2018	G7S00T104 Pentair	Pentair	Sell	-225	-0.0%	$1.05M	15,411,582
Q1 2018	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-23,684,641	-55.7%	$785.36K	18,820,060
Q1 2018	SYY Sysco Corporation	Sysco Corporation	Buy	+341,590	+0.8%	$2.69M	44,840,642
Q1 2018	WEN Wendy's Company (The)	Wendy's Company (The)	Sell	-5,000,000	-12.8%	$597.33K	34,035,921