Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q4 2022)
According to the SEC 13F filed on Feb 14, 2023, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 2022, the filing reported:
New Buys - Walt Disney Company (The)
Increases - GE Aerospace
Reductions - Sysco Corporation
Complete Exits - Procter & Gamble Company (The)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.