whalepapers
Overview/ Trian Fund Management, L.P./ Q1 2024

Trian Fund Management, L.P.

Nelson Peltz · As of Q1 2024 · filed May 15, 2024

Q1 2024

Holdings

9 positions · Δ vs prior quarter
DIS WALT DISNEY CO
$3.96B
49.3%
32,337,856 Held
Janus Henderson Group plc
$1.05B
13.1%
31,867,800 Held
GE GENERAL ELECTRIC
$707.4M
8.8%
4,030,213 Held
WEN WENDY'S CO
$592.8M
7.4%
31,467,150 Held
IVZ INVESCO LTD
$563.1M
7.0%
33,940,096 Held
FERG1GBX FERGUSON PLC
$544.7M
6.8%
2,493,687 −1,696,565 −40.5% Reduced
The Allstate Corporation
$387.1M
4.8%
2,237,269 −555,829 −19.9% Reduced
GEHC GE HEALTHCARE TECHNOLOGY
$122.1M
1.5%
1,342,833 Held
SYY SYSCO CORP
$99.3M
1.2%
1,223,500 Held

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.