Trian Fund Management, L.P.
Nelson Peltz · As of Q3 2023 · filed Nov 14, 2023
| DIS WALT DISNEY CO | 40.5% | Added +411.6% | 32,868,307 | $2.66B |
| FERG1GBX FERGUSON PLC | 13.5% | Reduced −1.4% | 5,415,218 | $890.6M |
| Janus Henderson Group plc | 12.5% | Held | 31,867,800 | $822.8M |
| WEN WENDY'S CO | 10.4% | Added +60.9% | 33,350,743 | $680.7M |
| IVZ INVESCO LTD | 7.5% | Held | 33,940,096 | $492.8M |
| GE GENERAL ELECTRIC | 6.8% | Added +0.0% | 4,029,840 | $445.5M |
| The Allstate Corporation | 6.2% | New | 3,643,618 | $405.9M |
| GEHC GE HEALTHCARE TECHNOLOGY | 1.4% | Held | 1,342,830 | $91.4M |
| SYY SYSCO CORP | 1.2% | New | 1,223,500 | $80.8M |
Sold positions
| 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.