Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q2 2015)
As of Jun 30, 2015, 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 Q2 2015, the filing reported:
New Buys - Sysco Corporation
Increases - Mondelez International, Inc.
Reductions - Wendy's Company (The)
Complete Exits - Allegion
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.