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Overview/ Trian Fund Management, L.P./ Q3 2023

Trian Fund Management, L.P.

Nelson Peltz · As of Q3 2023 · filed Nov 14, 2023

Q3 2023

Holdings

9 positions · Δ vs prior quarter
DIS WALT DISNEY CO
$2.66B
40.5%
32,868,307 +26,443,257 +411.6% Added
FERG1GBX FERGUSON PLC
$890.6M
13.5%
5,415,218 −79,482 −1.4% Reduced
Janus Henderson Group plc
$822.8M
12.5%
31,867,800 Held
WEN WENDY'S CO
$680.7M
10.4%
33,350,743 +12,618,115 +60.9% Added
IVZ INVESCO LTD
$492.8M
7.5%
33,940,096 Held
GE GENERAL ELECTRIC
$445.5M
6.8%
4,029,840 +842 +0.0% Added
The Allstate Corporation
$405.9M
6.2%
3,643,618 +3,643,618 New
GEHC GE HEALTHCARE TECHNOLOGY
$91.4M
1.4%
1,342,830 Held
SYY SYSCO CORP
$80.8M
1.2%
1,223,500 +1,223,500 New

Sold positions

1 closed in Q3 2023 · shares & value as of prior filing
Holding Shares sold Prior value
MDLZ MONDELEZ INTERNATIONAL INC-A
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.