Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q4 2021)

According to the SEC 13F filed on Feb 11, 2022, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2021, the filing reported:

New Buys - Janus Henderson

Increases - GE Aerospace, Invesco

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

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 2021	FERG Ferguson	Ferguson	Sell	-1,336,950	-10.5%	$2.02M	11,391,981
Q4 2021	GE GE Aerospace	GE Aerospace	Buy	+485	+0.0%	$380.35K	4,026,113
Q4 2021	IVZ Invesco	Invesco	Buy	+8,718,084	+23.7%	$1.18M	45,473,859
Q4 2021	JHG Janus Henderson	Janus Henderson	Buy - Position Entry	+28,272,648	-	$1.19M	28,272,648
Q4 2021	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-7,547,664	-94.4%	$29.85K	450,184
Q4 2021	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-5,032,139	-95.5%	$38.83K	237,384
Q4 2021	SYY Sysco Corporation	Sysco Corporation	Sell	-528,664	-4.0%	$1.01M	12,853,962