Nelson Peltz Portfolio Holdings by Sector

Trian Fund Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Asset Management \| Financial Services JHG IVZ 2 stocks	$1.62 Million 50.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$759,856 23.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical WEN 1 stocks	$534,580 16.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FERG 1 stocks	$252,344 7.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials UHAL 1 stocks	$34,834 1.09% of portfolio	1	-	-	-	0 Calls 0 Puts

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