Trian Fund expands stake in General Electric, trims in SYSCO, Mondelez
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In its latest SEC 13-F filing for June 30, 2022, Nelson Peltz's Trian Fund Management disclosed that it has increased its stake in three holdings, including by size of previous position, Ferguson (FERG), General Electric (GE), and Invesco (IVZ).
It reduced its stake in two holdings - Sysco (SYY) by 20.7% (in shares value) and Mondelez (MDLZ) by 96.4%.
The fund's top holdings as of June 30, in order of size, were Ferguson with 12.8M shares, Invesco with 5.6M shares, Janus Henderson (JHG), Sysco, and Wendy's (WEN).
The fund's total value stands at $4.5B.