Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q2 2015)
According to the SEC 13F filed on Aug 12, 2026, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2015. 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.