Nelson Peltz Trian lower stake in Sysco, exits Procter & Gamble - 13F

February 14, 2023 5:34 PM EST

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Nelson Peltz Trian Fund released its 13F for the quarter ended Dec. 31, 2022. Below is a summary:

New Stakes
The Walt Disney Company (NYSE: DIS) new 9,029,800 share position (known, launched a proxy fight)

Raised Stakes
General Electric (NYSE: GE) raised from 4,027,274 shares to 4,028,491 shares

Lowered Stakes
Sysco Corp. (NYSE: SYY) lowered from 7,177,540 shares to 4,540 shares

Liquidated Stakes
Procter & Gamble (NYSE: PG) liquidated

Maintained Stakes
Ferguson (NYSE: FERG) maintained 11,218,181 share stake
Invesco Ltd. (NYSE: IVZ) maintained 55,758,634 share stake
JANUS CAPITAL GROUP, Inc. (NYSE: JNS) maintained 31,867,800 share stake
Mondelez International (NASDAQ: MDLZ) maintained 16,239 share stake
WENDY'S (NASDAQ: WEN) maintained 25,333,339 share stake

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Nelson Peltz, Trian Fund