Peltz's Trian Fund boosts Ferguson, cuts Mondelez in Q2 - InvestingChannel

Peltz’s Trian Fund boosts Ferguson, cuts Mondelez in Q2

Nelson Peltz’s Trian Fund Management disclosed in an SEC filing its holdings as of June 30, 2022. The fund increased its stake in three holdings during the second quarter, including by size of previous position Ferguson (FERG), General Electric (GE), and Invesco (IVZ). Trian reduced its stake in two holdings, including by size of previous position Sysco (SYY) and Mondelez (MDLZ). The fund’s top holdings as of June 30, in order of size, were Ferguson, Invesco, Janus Henderson (JHG), Sysco, and Wendy’s (WEN).

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