Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q3 2023)

As of Sep 30, 2023, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 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 Q3 2023, the filing reported:

New Buys - Allstate, Sysco Corporation

Increases - Walt Disney Company (The), GE Aerospace, Wendy's Company (The)

Reductions - Ferguson

Complete Exits - Mondelez International, Inc.

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 2023	ALL Allstate	Allstate	Buy - Position Entry	+3,643,618	-	$405.94M	3,643,618
Q3 2023	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+26,443,257	+411.6%	$2.66B	32,868,307
Q3 2023	FERG Ferguson	Ferguson	Sell	-79,482	-1.4%	$890.64M	5,415,218
Q3 2023	GE GE Aerospace	GE Aerospace	Buy	+842	+0.0%	$445.50M	4,029,840
Q3 2023	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell - Position Exit	-16,530	-100.0%	$0.00	-
Q3 2023	SYY Sysco Corporation	Sysco Corporation	Buy - Position Entry	+1,223,500	-	$80.81M	1,223,500
Q3 2023	WEN Wendy's Company (The)	Wendy's Company (The)	Buy	+12,618,115	+60.9%	$680.69M	33,350,743