Trian Fund Management, L.P.
Nelson Peltz · As of Q2 2023 · filed Aug 14, 2023
| Janus Henderson Group plc | 22.4% | Held | 31,867,800 | $868.4M |
| FERG1GBX FERGUSON PLC | 22.3% | Reduced −6.3% | 5,494,700 | $864.4M |
| DIS WALT DISNEY CO | 14.8% | Added +8.6% | 6,425,050 | $573.6M |
| IVZ INVESCO LTD | 14.7% | Held | 33,940,096 | $570.5M |
| WEN WENDY'S CO | 11.6% | Reduced −4.5% | 20,732,628 | $450.9M |
| GE GENERAL ELECTRIC | 11.4% | Held | 4,028,998 | $442.6M |
| GEHC GE HEALTHCARE TECHNOLOGY | 2.8% | Held | 1,342,830 | $109.1M |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 0.0% | Held | 16,530 | $1.2M |
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.