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

As of Sep 30, 2021, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 12, 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