Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 15, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 8
- 0 vs. Q3 2022
- Portfolio value
- $4.87B
- +$1.08B (+28.3%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FERGFerguson Enterprises Inc. | SHS | 11,218,181 | $1.42B | 29.2% | 00.0% | Unchanged | History |
| IVZInvesco Ltd. | Stock | 55,758,634 | $1.00B | 20.6% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 9,029,800 | $784.5M | 16.1% | +9,029,800 | New | History |
| JHGJanus Henderson Group Ltd. | ORD SHS | 31,867,800 | $749.5M | 15.4% | 00.0% | Unchanged | History |
| WENWendy's Co | Stock | 25,333,339 | $573.3M | 11.8% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 4,028,491 | $337.5M | 6.9% | +1,2170.0% | Added | History |
| MDLZMondelez International, Inc. | Stock | 16,239 | $1.08M | <0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 4,540 | $347.1K | <0.1% | −7,173,000−99.9% | Reduced | History |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.