- Trian Fund Management didn't take any new stakes or exit any holdings during Q3 2022, according to its 13F filing .
- The fund, run by Nelson Peltz, reduced its stake in Ferguson Plc ( NYSE: FERG ) to ~11.2M shares from ~12.8M and in Sysco ( NYSE: SYY ) to ~7.18M shares from 8.79M in the quarter ended Sept. 30, 2022.
- The firm's holdings in General Electric ( NYSE: GE ) increased slightly to ~4.027M shares from 4.026M and in Procter & Gamble ( NYSE: PG ) to 5,589 shares from 5,457.
- Its stakes in Invesco ( NYSE: IVZ ), Janus Henderson ( NYSE: JHG ), Mondelez ( NASDAQ: MDLZ ) and Wendy's ( NASDAQ: WEN ) remained unchanged.
- In Q2, Trian expanded its stake in GE and trimmed holdings in Sysco and Mondelez.
For further details see:
Nelson Peltz's Trian fund pares stakes in Ferguson, Sysco