Trian Fund Management reduces stake in $BK by 20% or 2.45M shares & $MDLZ by 15% or by 2.98M shares & $PG by 3% or 1.12M shares & adds to $GM w/ a purchase of 9.8K shares & $NVT w/ a purchase of 6.1K shares.
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@Ro_Patel Yes, I do kinda know at least that. Sincere thanks. My response to your post was mostly lead in, to this: what’s Peltz up to? Last TV biz news spot he talked about a couple companies he / trian are going to buy, or buy a large and (maybe controlling?) stake in. Some wild-ass guesses include Aurora Cannabis, which he advises. Whatcha think?
@MoscowMitch He is certainly positioning the company to make a move by liquidating PG & Brian Baldwin has step down from nVent board on May 1, 2020. IMHO I do not see him taking a big stake in ACB. Like you said he already advises. He typically goes after larger companies so he squeeze some cost-savings & instill some disciple. Maybe SWK, EMR, KDP, CHD, PFE, KO - I am simply speculating - sorry, I have no advantage to provide.
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