Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q2 2022)

As of Jun 30, 2022, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 12, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - Ferguson, GE Aerospace, Invesco

Reductions - Mondelez International, Inc., 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 2022	FERG Ferguson	Ferguson	Buy	+1,423,880	+12.5%	$1.42M	12,826,611
Q2 2022	GE GE Aerospace	GE Aerospace	Buy	+494	+0.0%	$256.38K	4,026,615
Q2 2022	IVZ Invesco	Invesco	Buy	+1,724,600	+3.2%	$899.39K	55,758,634
Q2 2022	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-434,028	-96.4%	$1.01K	16,239
Q2 2022	SYY Sysco Corporation	Sysco Corporation	Sell	-2,710,672	-23.6%	$744.87K	8,793,157