Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q3 2021)

According to the SEC 13F filed on Nov 12, 2021, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 2021, the filing reported:

New Buys - GE Aerospace

Increases - None reported

Reductions - Comcast Corporation, Ferguson, Mondelez International, Inc., Procter & Gamble Company (The), Sysco Corporation, and 1 more

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
Q3 2021	CMCSA Comcast Corporation	Comcast Corporation	Sell	-806,050	-3.9%	$1.12M	19,991,416
Q3 2021	FERG Ferguson	Ferguson	Sell	-388,442	-3.0%	$1.77M	12,728,931
Q3 2021	GE GE Aerospace	GE Aerospace	Buy - Position Entry	+4,025,628	-	$414.76K	4,025,628
Q3 2021	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-640,237	-7.4%	$465.31K	7,997,848
Q3 2021	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-522,262	-9.0%	$736.68K	5,269,523
Q3 2021	SYY Sysco Corporation	Sysco Corporation	Sell	-4,493,098	-25.1%	$1.05M	13,382,626
Q3 2021	WEN Wendy's Company (The)	Wendy's Company (The)	Sell	-1,297,290	-4.9%	$549.23K	25,333,339