FERG - Trian Fund expands stake in General Electric trims in SYSCO Mondelez
- In its latest SEC 13-F filing for June 30, 2022, Nelson Peltz's Trian Fund Management disclosed that it has increased its stake in three holdings, including by size of previous position, Ferguson ( FERG ), General Electric ( GE ), and Invesco ( IVZ ).
- It reduced its stake in two holdings - Sysco ( SYY ) by 20.7% (in shares value) and Mondelez ( MDLZ ) by 96.4%.
- The fund's top holdings as of June 30, in order of size, were Ferguson with 12.8M shares, Invesco with 5.6M shares, Janus Henderson ( JHG ), Sysco, and Wendy's ( WEN ).
- The fund's total value stands at $4.5B.
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Trian Fund expands stake in General Electric, trims in SYSCO, Mondelez