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	$1.5 Million 50.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$806,647 27.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical WEN 1 stocks	$445,098 15.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FERG 1 stocks	$161,634 5.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials UHAL 1 stocks	$42,614 1.44% of portfolio	-	-	-	-	0 Calls 0 Puts

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