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FERG - Tracking Nelson Peltz's Trian Fund Management Portfolio - Q2 2021 Update
August, 20 2021 07:58 AM
Ferguson plc
Nelson Peltz’s 13F portfolio value increased from $8.46B to $8.55B this quarter. The number of positions remained steady at 9. Trian Fund Management decreased Procter & Gamble while increasing Janus Henderson Group plc. The top three positions are Ferguson PLC, Sysco Corporation, and Comcast. They add up to ~52% of the portfolio. For further details see:
Tracking Nelson Peltz's Trian Fund Management Portfolio - Q2 2021 Update
Stock Information
Company Name:
Ferguson plc
Stock Symbol:
FERG
Market:
NYSE
Website:
fergusonplc.com
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