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

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 Dec 31, 2016. 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