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

According to the SEC 13F filed on Aug 13, 2021, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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