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

As of Mar 31, 2022, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 13, 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