whalepapers
Overview/ Trian Fund Management, L.P./ Q4 2022

Trian Fund Management, L.P.

Nelson Peltz · As of Q4 2022 · filed Feb 15, 2023

Q4 2022

Holdings

8 positions · Δ vs prior quarter
FERG1GBX FERGUSON PLC
$1.42B
29.2%
11,218,181 Held
IVZ INVESCO LTD
$1.00B
20.6%
55,758,634 Held
DIS WALT DISNEY CO
$784.5M
16.1%
9,029,800 +9,029,800 New
Janus Henderson Group plc
$749.5M
15.4%
31,867,800 Held
WEN WENDY'S CO
$573.3M
11.8%
25,333,339 Held
GE GENERAL ELECTRIC
$337.5M
6.9%
4,028,491 +1,217 +0.0% Added
MDLZ MONDELEZ INTERNATIONAL INC-A
$1.1M
0.0%
16,239 Held
SYY SYSCO CORP
$347K
0.0%
4,540 −7,173,000 −99.9% Reduced

Sold positions

1 closed in Q4 2022 · shares & value as of prior filing
Holding Shares sold Prior value
PG PROCTER & GAMBLE CO
5,589 $706K

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.