Nelson Peltz’s Trian Fund disclosed portfolio value of $9.48B as of 31st December 2019.

Reduced Procter and Gamble (NYSE:PG) stake size in the portfolio to 32.1M shares (42.3%) from 36.6M (47.6%) shares at the end of the last quarter.

Top 5 holdings: Procter & Gamble, Sysco (NYSE:SYY), Mondelez  International (NASDAQ:MDLZ), General Electric Co. (NYSE:GE) and Bank New York Mellon  (NYSE:BK).

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