whalepapers
Overview/ Trian Fund Management, L.P./ Q2 2024

Trian Fund Management, L.P.

Nelson Peltz · As of Q2 2024 · filed Aug 14, 2024

Q2 2024

Holdings

12 positions · Δ vs prior quarter
Janus Henderson Group plc
$1.07B
26.2%
31,867,800 Held
GE GENERAL ELECTRIC
$640.7M
15.6%
4,030,213 Held
WEN WENDY'S CO
$534.4M
13.0%
31,507,868 +40,718 +0.1% Added
IVZ INVESCO LTD
$407.3M
9.9%
27,223,734 −6,716,362 −19.8% Reduced
FERG1GBX FERGUSON PLC
$378.4M
9.2%
1,953,863 −539,824 −21.6% Reduced
The Allstate Corporation
$321.5M
7.8%
2,013,508 −223,761 −10.0% Reduced
SOLV SOLVENTUM CORP
$283.5M
6.9%
5,360,579 +5,360,579 New
DIS WALT DISNEY CO
$262.7M
6.4%
2,645,583 −29,692,273 −91.8% Reduced
GEHC GE HEALTHCARE TECHNOLOGY
$104.6M
2.6%
1,342,833 Held
UHAL/B U-HAUL HOLDING CO-NON VOTING
$54.6M
1.3%
909,300 +909,300 New
UHAL U-HAUL HOLDING CO
$24.1M
0.6%
389,700 +389,700 New
RTO RENTOKIL INITIAL PLC-SP ADR
$13.9M
0.3%
470,000 +470,000 New

Sold positions

1 closed in Q2 2024 · shares & value as of prior filing
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.