Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q1 2022)

According to the SEC 13F filed on May 13, 2022, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - Ferguson, GE Aerospace, Invesco, Janus Henderson, Mondelez International, Inc.

Reductions - Procter & Gamble Company (The), Sysco Corporation

Complete Exits - Comcast Corporation

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 2022	CMCSA Comcast Corporation	Comcast Corporation	Sell - Position Exit	-19,991,416	-100.0%	$0.00	-
Q1 2022	FERG Ferguson	Ferguson	Buy	+10,750	+0.1%	$1.56M	11,402,731
Q1 2022	GE GE Aerospace	GE Aerospace	Buy	+8	+0.0%	$368.39K	4,026,121
Q1 2022	IVZ Invesco	Invesco	Buy	+8,560,175	+18.8%	$1.40M	54,034,034
Q1 2022	JHG Janus Henderson	Janus Henderson	Buy	+3,595,152	+12.7%	$1.12M	31,867,800
Q1 2022	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Buy	+83	+0.0%	$28.27K	450,267
Q1 2022	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-231,927	-97.7%	$893.00	5,457
Q1 2022	SYY Sysco Corporation	Sysco Corporation	Sell	-1,350,133	-10.5%	$939.29K	11,503,829