Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q1 2019)

According to the SEC 13F filed on Aug 12, 2026, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. 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 2019, the filing reported:

New Buys - None reported

Increases - Mondelez International, Inc., nVent Electric

Reductions - The Bank of New York Mellon Cor, Procter & Gamble Company (The), PPG Industries, Inc., Sysco Corporation, Wendy's Company (The)

Complete Exits - Pentair

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 2019	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-2,898,936	-18.0%	$667.70K	13,240,187
Q1 2019	G7S00T104 Pentair	Pentair	Sell - Position Exit	-8,580,717	-100.0%	$0.00	-
Q1 2019	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Buy	+34	+0.0%	$939.74K	18,824,870
Q1 2019	NVT nVent Electric	nVent Electric	Buy	+5,775	+0.0%	$474.00K	17,568,773
Q1 2019	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-1,208,738	-3.2%	$3.82M	36,702,028
Q1 2019	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-1,026,782	-14.6%	$675.26K	5,982,630
Q1 2019	SYY Sysco Corporation	Sysco Corporation	Sell	-5,121,873	-18.1%	$1.55M	23,182,037
Q1 2019	WEN Wendy's Company (The)	Wendy's Company (The)	Sell	-3,000,000	-9.5%	$512.20K	28,630,629