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 2017Jun 30, 2017 | WEN Wendy's Company (The) | Sell | -5,500,000-12.3% |
Q1 2017Mar 31, 2017 | PG Procter & Gamble Company (The) | Buy | +30,302,571+472.3% |
Q1 2017Mar 31, 2017 | G7S00T104 Pentair | Buy | +1,122+0.0% |
Q1 2017Mar 31, 2017 | SYY Sysco Corporation | Buy | +720+0.0% |
Q1 2017Mar 31, 2017 | MDLZ Mondelez International, Inc. | Buy | +119+0.0% |
Q4 2016Dec 31, 2016 | G7S00T104 Pentair | Buy - Position Entry | +14,337,040 |
Q4 2016Dec 31, 2016 | PG Procter & Gamble Company (The) | Buy - Position Entry | +6,416,284 |
Q4 2016Dec 31, 2016 | WEN Wendy's Company (The) | Buy | +3,743,384+9.2% |
Q4 2016Dec 31, 2016 | SYY Sysco Corporation | Buy | +6,658+0.0% |
Q4 2016Dec 31, 2016 | BK The Bank of New York Mellon Cor | Buy | +30+0.0% |
Q4 2016Dec 31, 2016 | MDLZ Mondelez International, Inc. | Sell | -3,799,950-7.9% |
Q3 2016Sep 30, 2016 | BK The Bank of New York Mellon Cor | Buy | +152,027+0.5% |
Q3 2016Sep 30, 2016 | SYY Sysco Corporation | Buy | +762+0.0% |
Q2 2016Jun 30, 2016 | SYY Sysco Corporation | Buy | +693,744+1.6% |
Q2 2016Jun 30, 2016 | BK The Bank of New York Mellon Cor | Buy | +393,866+1.2% |
Q2 2016Jun 30, 2016 | MDLZ Mondelez International, Inc. | Buy | +3,740+0.0% |
Q1 2016Mar 31, 2016 | BK The Bank of New York Mellon Cor | Buy | +891,217+2.9% |
Q1 2016Mar 31, 2016 | SYY Sysco Corporation | Buy | +586,344+1.4% |
Q1 2016Mar 31, 2016 | MDLZ Mondelez International, Inc. | Buy | +40+0.0% |
Q1 2016Mar 31, 2016 | PEP Pepsico, Inc. | Sell - Position Exit | -18,316,211-100.0% |
Q4 2015Dec 31, 2015 | SYY Sysco Corporation | Buy | +1,272,707+3.1% |
Q4 2015Dec 31, 2015 | BK The Bank of New York Mellon Cor | Buy | +706,813+2.3% |
Q4 2015Dec 31, 2015 | MDLZ Mondelez International, Inc. | Buy | +37+0.0% |
Q4 2015Dec 31, 2015 | CC Chemours Company (The) | Sell - Position Exit | -4,879,376-100.0% |
Q3 2015Sep 30, 2015 | SYY Sysco Corporation | Buy | +31,194,482+305.3% |
Q3 2015Sep 30, 2015 | CC Chemours Company (The) | Buy - Position Entry | +4,879,376 |
Q3 2015Sep 30, 2015 | BK The Bank of New York Mellon Cor | Buy | +3,064+0.0% |
Q3 2015Sep 30, 2015 | MDLZ Mondelez International, Inc. | Buy | +34+0.0% |
Q3 2015Sep 30, 2015 | WEN Wendy's Company (The) | Sell | -13,232,044-24.5% |
Q2 2015Jun 30, 2015 | SYY Sysco Corporation | Buy - Position Entry | +10,218,418 |