Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2020. 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 2020, the filing reported:

New Buys - None reported
Increases - nVent Electric
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 Type Change Qty
Q1 2020
BK
The Bank of New York Mellon Cor
Sell
-2,453,278
Q1 2020
MDLZ
Mondelez International, Inc.
Sell
-2,983,025
Q1 2020
NVT
nVent Electric
Buy
+3,860
Q1 2020
PG
Procter & Gamble Company (The)
Sell
-1,119,842