Trian Fund Management, L.P.
Nelson Peltz · As of Q3 2024 · filed Nov 13, 2024
| Janus Henderson Group plc | 31.2% | Held | 31,867,800 | $1.21B |
| GE GENERAL ELECTRIC | 19.5% | Held | 4,030,213 | $760.0M |
| WEN WENDY'S CO | 13.7% | Reduced −3.2% | 30,512,595 | $534.6M |
| SOLV SOLVENTUM CORP | 12.8% | Added +32.9% | 7,126,255 | $496.8M |
| IVZ INVESCO LTD | 10.5% | Reduced −14.9% | 23,173,442 | $406.9M |
| FERG1GBX FERGUSON PLC | 6.5% | Reduced −35.0% | 1,270,810 | $252.3M |
| The Allstate Corporation | 3.0% | Reduced −69.5% | 613,447 | $116.3M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 1.9% | Added +15.4% | 1,049,055 | $75.5M |
| UHAL U-HAUL HOLDING CO | 0.9% | Added +15.4% | 449,595 | $34.8M |
| GEHC GE HEALTHCARE TECHNOLOGY | 0.0% | Reduced −99.7% | 4,029 | $378K |
Sold positions
| 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.