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New York, NY, based Investment company Trian Fund Management, L.p. (Current Portfolio) buys Janus Henderson Group PLC, sells Procter & Gamble Co during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Trian Fund Management, L.p.. As of 2021Q2, Trian Fund Management, L.p. owns 9 stocks with a total value of $8.6 billion. These are the details of the buys and sells.

• Added Positions: JHG, CMCSA,

• Reduced Positions: PG, SYY, MDLZ,

• Warning! GuruFocus has detected 5 Warning Sign with JHG. Click here to check it out.

• JHG 15-Year Financial Data

• The intrinsic value of JHG

• Peter Lynch Chart of JHG

For the details of Nelson Peltz's stock buys and sells,
go to https://www.gurufocus.com/guru/nelson+peltz/current-portfolio/portfolioThese are the top 5 holdings of Nelson Peltz

1. Ferguson PLC (FERG) - 13,117,373 shares, 21.29% of the total portfolio. Shares reduced by 0.72%

2. Sysco Corp (SYY) - 17,875,724 shares, 16.25% of the total portfolio. Shares reduced by 13.24%

3. Comcast Corp (CMCSA) - 20,797,466 shares, 13.86% of the total portfolio. Shares added by 4.73%

4. Invesco Ltd (IVZ) - 36,755,775 shares, 11.17% of the total portfolio. Shares added by 0.04%

5. Janus Henderson Group PLC (JHG) - 21,223,084 shares, 9.63% of the total portfolio. Shares added by 29.67%

Added: Janus Henderson Group PLC (JHG)
Trian Fund Management, L.p. added to a holding in Janus Henderson Group PLC by 29.67%. The purchase prices were between $31.15 and $40.01, with an estimated average price of $36.25. The stock is now traded at around $43.410000. The impact to a portfolio due to this purchase was 2.2%. The holding were 21,223,084 shares as of 2021-06-30. Reduced: Procter & Gamble Co (PG)
Trian Fund Management, L.p. reduced to a holding in Procter & Gamble Co by 34.81%. The sale prices were between $131.18 and $138.43, with an estimated average price of $135.29. The stock is now traded at around $143.950000. The impact to a portfolio due to this sale was -4.95%. Trian Fund Management, L.p. still held 5,791,785 shares as of 2021-06-30.

Here is the complete portfolio of Nelson Peltz. Also check out:

1. Nelson Peltz's Undervalued Stocks

2. Nelson Peltz's Top Growth Companies, and

3. Nelson Peltz's High Yield stocks

4. Stocks that Nelson Peltz keeps buyingThis article first appeared on GuruFocus.