whalepapers
Overview/ Trian Fund Management, L.P./ Q1 2023

Trian Fund Management, L.P.

Nelson Peltz · As of Q1 2023 · filed May 15, 2023

Q1 2023

Holdings

8 positions · Δ vs prior quarter
Janus Henderson Group plc
$849.0M
22.6%
31,867,800 Held
FERG1GBX FERGUSON PLC
$784.3M
20.9%
5,864,000 −5,354,181 −47.7% Reduced
DIS WALT DISNEY CO
$592.4M
15.8%
5,916,684 −3,113,116 −34.5% Reduced
IVZ INVESCO LTD
$556.6M
14.8%
33,940,096 −21,818,538 −39.1% Reduced
WEN WENDY'S CO
$472.8M
12.6%
21,705,770 −3,627,569 −14.3% Reduced
GE GENERAL ELECTRIC
$385.2M
10.3%
4,028,998 +507 +0.0% Added
GEHC GE HEALTHCARE TECHNOLOGY
$110.2M
2.9%
1,342,830 +1,342,830 New
MDLZ MONDELEZ INTERNATIONAL INC-A
$1.2M
0.0%
16,530 +291 +1.8% Added

Sold positions

1 closed in Q1 2023 · shares & value as of prior filing
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.