Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q4 2016)

As of Dec 31, 2016, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q4 2016, the filing reported:

New Buys - Pentair, Procter & Gamble Company (The)

Increases - The Bank of New York Mellon Cor, Sysco Corporation, Wendy's Company (The)

Reductions - Mondelez International, Inc.

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
Q4 2016	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Buy	+30	+0.0%	$1.53M	32,372,656
Q4 2016	G7S00T104 Pentair	Pentair	Buy - Position Entry	+14,337,040	-	$803.88K	14,337,040
Q4 2016	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-3,799,950	-7.9%	$1.96M	44,231,954
Q4 2016	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy - Position Entry	+6,416,284	-	$539.48K	6,416,284
Q4 2016	SYY Sysco Corporation	Sysco Corporation	Buy	+6,658	+0.0%	$2.43M	43,973,115
Q4 2016	WEN Wendy's Company (The)	Wendy's Company (The)	Buy	+3,743,384	+9.2%	$602.13K	44,535,921