whalepapers
Overview/ Trian Fund Management, L.P./ Q4 2023

Trian Fund Management, L.P.

Nelson Peltz · As of Q4 2023 · filed Feb 14, 2024

Q4 2023

Holdings

9 positions · Δ vs prior quarter
DIS WALT DISNEY CO
$2.92B
41.7%
32,337,856 −530,451 −1.6% Reduced
Janus Henderson Group plc
$960.8M
13.7%
31,867,800 Held
FERG1GBX FERGUSON PLC
$809.0M
11.5%
4,190,252 −1,224,966 −22.6% Reduced
WEN WENDY'S CO
$613.0M
8.7%
31,467,150 −1,883,593 −5.6% Reduced
IVZ INVESCO LTD
$605.5M
8.6%
33,940,096 Held
GE GENERAL ELECTRIC
$514.4M
7.3%
4,030,213 +373 +0.0% Added
The Allstate Corporation
$391.0M
5.6%
2,793,098 −850,520 −23.3% Reduced
GEHC GE HEALTHCARE TECHNOLOGY
$103.8M
1.5%
1,342,833 +3 +0.0% Added
SYY SYSCO CORP
$89.5M
1.3%
1,223,500 Held

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.