Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q2 2023)
As of Jun 30, 2023, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2023. 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 2023, the filing reported:
New Buys - None reported
Increases - Walt Disney Company (The)
Reductions - Ferguson, Wendy's Company (The)
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.