Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q2 2019)

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, 2019. 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 2019, the filing reported:

New Buys - None reported

Increases - Mondelez International, Inc., Sysco Corporation

Reductions - The Bank of New York Mellon Cor, nVent Electric, Procter & Gamble Company (The), PPG Industries, Inc.

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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2019	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-618,606	-4.7%	$557.24K	12,621,581
Q2 2019	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Buy	+3,406	+0.0%	$1.01M	18,828,276
Q2 2019	NVT nVent Electric	nVent Electric	Sell	-4,016,812	-22.9%	$335.95K	13,551,961
Q2 2019	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-71,485	-0.2%	$4.02M	36,630,543
Q2 2019	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-1,757,804	-29.4%	$493.08K	4,224,826
Q2 2019	SYY Sysco Corporation	Sysco Corporation	Buy	+489,566	+2.1%	$1.67M	23,671,603