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 |
|---|---|---|---|
Q4 2018Dec 31, 2018 | MDLZ Mondelez International, Inc. | Buy | +63+0.0% |
Q4 2018Dec 31, 2018 | G7S00T104 Pentair | Sell | -3,455,865-28.7% |
Q4 2018Dec 31, 2018 | SYY Sysco Corporation | Sell | -9,352,783-24.8% |
Q3 2018Sep 30, 2018 | PPG PPG Industries, Inc. | Buy - Position Entry | +4,143,262 |
Q3 2018Sep 30, 2018 | MDLZ Mondelez International, Inc. | Buy | +93+0.0% |
Q3 2018Sep 30, 2018 | G7S00T104 Pentair | Sell | -1,702,862-12.4% |
Q3 2018Sep 30, 2018 | SYY Sysco Corporation | Sell | -4,905,556-11.5% |
Q2 2018Jun 30, 2018 | NVT nVent Electric | Buy - Position Entry | +17,562,998 |
Q2 2018Jun 30, 2018 | MDLZ Mondelez International, Inc. | Buy | +4,620+0.0% |
Q2 2018Jun 30, 2018 | BK The Bank of New York Mellon Cor | Buy | +2,346+0.0% |
Q2 2018Jun 30, 2018 | G7S00T104 Pentair | Sell | -1,672,138-10.8% |
Q2 2018Jun 30, 2018 | SYY Sysco Corporation | Sell | -2,278,393-5.1% |
Q2 2018Jun 30, 2018 | WEN Wendy's Company (The) | Sell | -2,405,292-7.1% |
Q1 2018Mar 31, 2018 | BK The Bank of New York Mellon Cor | Buy | +360,164+2.3% |
Q1 2018Mar 31, 2018 | SYY Sysco Corporation | Buy | +341,590+0.8% |
Q1 2018Mar 31, 2018 | G7S00T104 Pentair | Sell | -225-0.0% |
Q1 2018Mar 31, 2018 | WEN Wendy's Company (The) | Sell | -5,000,000-12.8% |
Q1 2018Mar 31, 2018 | MDLZ Mondelez International, Inc. | Sell | -23,684,641-55.7% |
Q4 2017Dec 31, 2017 | G7S00T104 Pentair | Buy | +210,876+1.4% |
Q4 2017Dec 31, 2017 | SYY Sysco Corporation | Buy | +6,528+0.0% |
Q4 2017Dec 31, 2017 | BK The Bank of New York Mellon Cor | Sell | -6,599,057-29.5% |
Q3 2017Sep 30, 2017 | SYY Sysco Corporation | Buy | +517,939+1.2% |
Q3 2017Sep 30, 2017 | PG Procter & Gamble Company (The) | Buy | +296,609+0.8% |
Q3 2017Sep 30, 2017 | MDLZ Mondelez International, Inc. | Buy | +78+0.0% |
Q3 2017Sep 30, 2017 | BK The Bank of New York Mellon Cor | Sell | -10,000,000-30.9% |
Q2 2017Jun 30, 2017 | PG Procter & Gamble Company (The) | Buy | +893,157+2.4% |
Q2 2017Jun 30, 2017 | G7S00T104 Pentair | Buy | +862,769+6.0% |
Q2 2017Jun 30, 2017 | BK The Bank of New York Mellon Cor | Buy | +2,833+0.0% |
Q2 2017Jun 30, 2017 | SYY Sysco Corporation | Buy | +750+0.0% |
Q2 2017Jun 30, 2017 | MDLZ Mondelez International, Inc. | Sell | -1,727,450-3.9% |