Trian Fund Management, L.P.
Nelson Peltz · As of Q2 2024 · filed Aug 14, 2024
| Janus Henderson Group plc | 26.2% | Held | 31,867,800 | $1.07B |
| GE GENERAL ELECTRIC | 15.6% | Held | 4,030,213 | $640.7M |
| WEN WENDY'S CO | 13.0% | Added +0.1% | 31,507,868 | $534.4M |
| IVZ INVESCO LTD | 9.9% | Reduced −19.8% | 27,223,734 | $407.3M |
| FERG1GBX FERGUSON PLC | 9.2% | Reduced −21.6% | 1,953,863 | $378.4M |
| The Allstate Corporation | 7.8% | Reduced −10.0% | 2,013,508 | $321.5M |
| SOLV SOLVENTUM CORP | 6.9% | New | 5,360,579 | $283.5M |
| DIS WALT DISNEY CO | 6.4% | Reduced −91.8% | 2,645,583 | $262.7M |
| GEHC GE HEALTHCARE TECHNOLOGY | 2.6% | Held | 1,342,833 | $104.6M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 1.3% | New | 909,300 | $54.6M |
| UHAL U-HAUL HOLDING CO | 0.6% | New | 389,700 | $24.1M |
| RTO RENTOKIL INITIAL PLC-SP ADR | 0.3% | New | 470,000 | $13.9M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SYY SYSCO CORP | 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.