Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q3 2013)
According to the SEC 13F filed on Aug 12, 2026, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2013. 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 Q3 2013, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - None reported
Complete Exits - State Street Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2013
|
STT
State Street Corporation
|
Sell - Position Exit |
-1,862,816
|