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

As of Mar 31, 2019, 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 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