JHG - Nelson Peltz's Trian cuts PG MDLZ stake adds new stake in JHG and CMCSA: 13F
Trian fund reports $8.55B of fund portfolio as on 30th June, 2021. Nelson Peltz's Trian Fund Management reduces its The Procter & Gamble (NYSE:PG) holdings to 5.79M from 8.88M shares. Nelson Peltz plans to leave the company's board at the end of his term this year. Also cuts position in Mondelez (NASDAQ:MDLZ) to 8.64M from 9.38M shares at the end of Q1. Mondelez was reduced during Q1 as well from 12.2M to 9.38M shares. Increased positions in Janus Henderson (NYSE:JHG) to 21.22M from 16.37M shares, Comcast (NASDAQ:CMCSA) 20.8M from 19.86M shares during the quarter ended June 30, 2021, according to its latest 13F filing. Maintained position in Invesco (NYSE:IVZ) and General Electric (NYSE:GE).
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Nelson Peltz's Trian cuts PG, MDLZ stake, adds new stake in JHG and CMCSA: 13F