whalepapers
Overview/ Trian Fund Management, L.P./ Q2 2023

Trian Fund Management, L.P.

Nelson Peltz · As of Q2 2023 · filed Aug 14, 2023

Q2 2023

Holdings

8 positions · Δ vs prior quarter
Janus Henderson Group plc
$868.4M
22.4%
31,867,800 Held
FERG1GBX FERGUSON PLC
$864.4M
22.3%
5,494,700 −369,300 −6.3% Reduced
DIS WALT DISNEY CO
$573.6M
14.8%
6,425,050 +508,366 +8.6% Added
IVZ INVESCO LTD
$570.5M
14.7%
33,940,096 Held
WEN WENDY'S CO
$450.9M
11.6%
20,732,628 −973,142 −4.5% Reduced
GE GENERAL ELECTRIC
$442.6M
11.4%
4,028,998 Held
GEHC GE HEALTHCARE TECHNOLOGY
$109.1M
2.8%
1,342,830 Held
MDLZ MONDELEZ INTERNATIONAL INC-A
$1.2M
0.0%
16,530 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.