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 |
|---|---|---|---|
Q2 2020Jun 30, 2020 | PG Procter & Gamble Company (The) | Sell | -20,208,933-65.1% |
Q1 2020Mar 31, 2020 | NVT nVent Electric | Buy | +3,860+0.0% |
Q1 2020Mar 31, 2020 | PG Procter & Gamble Company (The) | Sell | -1,119,842-3.5% |
Q1 2020Mar 31, 2020 | BK The Bank of New York Mellon Cor | Sell | -2,453,278-20.2% |
Q1 2020Mar 31, 2020 | MDLZ Mondelez International, Inc. | Sell | -2,983,025-15.8% |
Q4 2019Dec 31, 2019 | SYY Sysco Corporation | Buy | +4,540+0.0% |
Q4 2019Dec 31, 2019 | MDLZ Mondelez International, Inc. | Buy | +47+0.0% |
Q4 2019Dec 31, 2019 | PG Procter & Gamble Company (The) | Sell | -4,475,930-12.2% |
Q3 2019Sep 30, 2019 | MDLZ Mondelez International, Inc. | Buy | +42+0.0% |
Q3 2019Sep 30, 2019 | PG Procter & Gamble Company (The) | Buy | +14+0.0% |
Q3 2019Sep 30, 2019 | BK The Bank of New York Mellon Cor | Sell | -467,215-3.7% |
Q3 2019Sep 30, 2019 | WEN Wendy's Company (The) | Sell | -2,000,000-7.0% |
Q3 2019Sep 30, 2019 | PPG PPG Industries, Inc. | Sell - Position Exit | -4,224,826-100.0% |
Q2 2019Jun 30, 2019 | SYY Sysco Corporation | Buy | +489,566+2.1% |
Q2 2019Jun 30, 2019 | MDLZ Mondelez International, Inc. | Buy | +3,406+0.0% |
Q2 2019Jun 30, 2019 | PG Procter & Gamble Company (The) | Sell | -71,485-0.2% |
Q2 2019Jun 30, 2019 | BK The Bank of New York Mellon Cor | Sell | -618,606-4.7% |
Q2 2019Jun 30, 2019 | PPG PPG Industries, Inc. | Sell | -1,757,804-29.4% |
Q2 2019Jun 30, 2019 | NVT nVent Electric | Sell | -4,016,812-22.9% |
Q1 2019Mar 31, 2019 | NVT nVent Electric | Buy | +5,775+0.0% |
Q1 2019Mar 31, 2019 | MDLZ Mondelez International, Inc. | Buy | +34+0.0% |
Q1 2019Mar 31, 2019 | PPG PPG Industries, Inc. | Sell | -1,026,782-14.6% |
Q1 2019Mar 31, 2019 | PG Procter & Gamble Company (The) | Sell | -1,208,738-3.2% |
Q1 2019Mar 31, 2019 | BK The Bank of New York Mellon Cor | Sell | -2,898,936-18.0% |
Q1 2019Mar 31, 2019 | WEN Wendy's Company (The) | Sell | -3,000,000-9.5% |
Q1 2019Mar 31, 2019 | SYY Sysco Corporation | Sell | -5,121,873-18.1% |
Q1 2019Mar 31, 2019 | G7S00T104 Pentair | Sell - Position Exit | -8,580,717-100.0% |
Q4 2018Dec 31, 2018 | PPG PPG Industries, Inc. | Buy | +2,866,150+69.2% |
Q4 2018Dec 31, 2018 | PG Procter & Gamble Company (The) | Buy | +2,145+0.0% |
Q4 2018Dec 31, 2018 | BK The Bank of New York Mellon Cor | Buy | +181+0.0% |