Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q2 2021)

As of Jun 30, 2021, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 2021. 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 2021, the filing reported:

New Buys - None reported

Increases - Comcast Corporation, Invesco

Reductions - Ferguson, Mondelez International, Inc., Procter & Gamble Company (The), Sysco Corporation

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 2021	CMCSA Comcast Corporation	Comcast Corporation	Buy	+939,574	+4.7%	$1.19M	20,797,466
Q2 2021	FERG Ferguson	Ferguson	Sell	-94,866	-0.7%	$1.82M	13,117,373
Q2 2021	IVZ Invesco	Invesco	Buy	+14,236	+0.0%	$955.65K	36,755,775
Q2 2021	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-745,613	-7.9%	$539.36K	8,638,085
Q2 2021	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-3,093,092	-34.8%	$781.49K	5,791,785
Q2 2021	SYY Sysco Corporation	Sysco Corporation	Sell	-2,727,884	-13.2%	$1.39M	17,875,724