Nelson Peltz – Trian Fund Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 Q2 2025, the filing reported:
New Buys – None reported
Reductions – Allstate (ALL), U-Haul Holding Company (UHAL), U-Haul Holding Company Series N (UHAL-B), Invesco (IVZ)
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Trian Fund Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2021Sep 30, 2021 | FERG Ferguson | Sell | -388,442-3.0% |
Q3 2021Sep 30, 2021 | PG Procter & Gamble Company (The) | Sell | -522,262-9.0% |
Q3 2021Sep 30, 2021 | MDLZ Mondelez International, Inc. | Sell | -640,237-7.4% |
Q3 2021Sep 30, 2021 | CMCSA Comcast Corporation | Sell | -806,050-3.9% |
Q3 2021Sep 30, 2021 | WEN Wendy's Company (The) | Sell | -1,297,290-4.9% |
Q3 2021Sep 30, 2021 | SYY Sysco Corporation | Sell | -4,493,098-25.1% |
Q2 2021Jun 30, 2021 | CMCSA Comcast Corporation | Buy | +939,574+4.7% |
Q2 2021Jun 30, 2021 | IVZ Invesco | Buy | +14,236+0.0% |
Q2 2021Jun 30, 2021 | FERG Ferguson | Sell | -94,866-0.7% |
Q2 2021Jun 30, 2021 | MDLZ Mondelez International, Inc. | Sell | -745,613-7.9% |
Q2 2021Jun 30, 2021 | SYY Sysco Corporation | Sell | -2,727,884-13.2% |
Q2 2021Jun 30, 2021 | PG Procter & Gamble Company (The) | Sell | -3,093,092-34.8% |
Q1 2021Mar 31, 2021 | FERG Ferguson | Buy - Position Entry | +13,212,239 |
Q1 2021Mar 31, 2021 | IVZ Invesco | Buy | +2,196+0.0% |
Q1 2021Mar 31, 2021 | PG Procter & Gamble Company (The) | Sell | -938,847-9.6% |
Q1 2021Mar 31, 2021 | MDLZ Mondelez International, Inc. | Sell | -2,857,861-23.3% |
Q4 2020Dec 31, 2020 | CMCSA Comcast Corporation | Buy | +4,229,746+27.1% |
Q4 2020Dec 31, 2020 | PG Procter & Gamble Company (The) | Sell | -305,151-3.0% |
Q4 2020Dec 31, 2020 | SYY Sysco Corporation | Sell | -3,776,235-15.5% |
Q4 2020Dec 31, 2020 | NVT nVent Electric | Sell - Position Exit | -5,827,483-100.0% |
Q3 2020Sep 30, 2020 | IVZ Invesco | Buy - Position Entry | +36,739,343 |
Q3 2020Sep 30, 2020 | CMCSA Comcast Corporation | Buy - Position Entry | +15,628,146 |
Q3 2020Sep 30, 2020 | PG Procter & Gamble Company (The) | Sell | -696,977-6.4% |
Q3 2020Sep 30, 2020 | MDLZ Mondelez International, Inc. | Sell | -3,607,362-22.8% |
Q3 2020Sep 30, 2020 | BK The Bank of New York Mellon Cor | Sell - Position Exit | -4,383,286-100.0% |
Q3 2020Sep 30, 2020 | NVT nVent Electric | Sell | -6,563,959-53.0% |
Q2 2020Jun 30, 2020 | SYY Sysco Corporation | Buy | +703,700+3.0% |
Q2 2020Jun 30, 2020 | MDLZ Mondelez International, Inc. | Buy | +3,581+0.0% |
Q2 2020Jun 30, 2020 | NVT nVent Electric | Sell | -1,164,379-8.6% |
Q2 2020Jun 30, 2020 | BK The Bank of New York Mellon Cor | Sell | -5,317,802-54.8% |