Trian Fund Management, L.P.
Nelson Peltz · As of Q1 2023 · filed May 15, 2023
| Janus Henderson Group plc | 22.6% | Held | 31,867,800 | $849.0M |
| FERG1GBX FERGUSON PLC | 20.9% | Reduced −47.7% | 5,864,000 | $784.3M |
| DIS WALT DISNEY CO | 15.8% | Reduced −34.5% | 5,916,684 | $592.4M |
| IVZ INVESCO LTD | 14.8% | Reduced −39.1% | 33,940,096 | $556.6M |
| WEN WENDY'S CO | 12.6% | Reduced −14.3% | 21,705,770 | $472.8M |
| GE GENERAL ELECTRIC | 10.3% | Added +0.0% | 4,028,998 | $385.2M |
| GEHC GE HEALTHCARE TECHNOLOGY | 2.9% | New | 1,342,830 | $110.2M |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 0.0% | Added +1.8% | 16,530 | $1.2M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SYY SYSCO CORP | 4,540 | $347K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.