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

As of Jun 30, 2019, 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 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