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

According to the SEC 13F filed on Aug 12, 2022, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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