Trian Fund Management, L.P.
Nelson Peltz · As of Q1 2024 · filed May 15, 2024
| DIS WALT DISNEY CO | 49.3% | Held | 32,337,856 | $3.96B |
| Janus Henderson Group plc | 13.1% | Held | 31,867,800 | $1.05B |
| GE GENERAL ELECTRIC | 8.8% | Held | 4,030,213 | $707.4M |
| WEN WENDY'S CO | 7.4% | Held | 31,467,150 | $592.8M |
| IVZ INVESCO LTD | 7.0% | Held | 33,940,096 | $563.1M |
| FERG1GBX FERGUSON PLC | 6.8% | Reduced −40.5% | 2,493,687 | $544.7M |
| The Allstate Corporation | 4.8% | Reduced −19.9% | 2,237,269 | $387.1M |
| GEHC GE HEALTHCARE TECHNOLOGY | 1.5% | Held | 1,342,833 | $122.1M |
| SYY SYSCO CORP | 1.2% | Held | 1,223,500 | $99.3M |
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.