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

As of Dec 31, 2021, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 11, 2022. 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