whalepapers
Overview/ Trian Fund Management, L.P./ Q3 2024

Trian Fund Management, L.P.

Nelson Peltz · As of Q3 2024 · filed Nov 13, 2024

Q3 2024

Holdings

10 positions · Δ vs prior quarter
Janus Henderson Group plc
$1.21B
31.2%
31,867,800 Held
GE GENERAL ELECTRIC
$760.0M
19.5%
4,030,213 Held
WEN WENDY'S CO
$534.6M
13.7%
30,512,595 −995,273 −3.2% Reduced
SOLV SOLVENTUM CORP
$496.8M
12.8%
7,126,255 +1,765,676 +32.9% Added
IVZ INVESCO LTD
$406.9M
10.5%
23,173,442 −4,050,292 −14.9% Reduced
FERG1GBX FERGUSON PLC
$252.3M
6.5%
1,270,810 −683,053 −35.0% Reduced
The Allstate Corporation
$116.3M
3.0%
613,447 −1,400,061 −69.5% Reduced
UHAL/B U-HAUL HOLDING CO-NON VOTING
$75.5M
1.9%
1,049,055 +139,755 +15.4% Added
UHAL U-HAUL HOLDING CO
$34.8M
0.9%
449,595 +59,895 +15.4% Added
GEHC GE HEALTHCARE TECHNOLOGY
$378K
0.0%
4,029 −1,338,804 −99.7% Reduced

Sold positions

2 closed in Q3 2024 · shares & value as of prior filing
Holding Shares sold Prior value
DIS WALT DISNEY CO
2,645,583 $262.7M
RTO RENTOKIL INITIAL PLC-SP ADR
470,000 $13.9M

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.