Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 8
- 0 vs. Q4 2022
- Portfolio value
- $3.75B
- −$1.12B (−23.0%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JHGJanus Henderson Group Ltd. | ORD SHS | 31,867,800 | $849.0M | 22.6% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 5,864,000 | $784.3M | 20.9% | −5,354,181−47.7% | Reduced | History |
| DISWalt Disney Co | Stock | 5,916,684 | $592.4M | 15.8% | −3,113,116−34.5% | Reduced | History |
| IVZInvesco Ltd. | Stock | 33,940,096 | $556.6M | 14.8% | −21,818,538−39.1% | Reduced | History |
| WENWendy's Co | Stock | 21,705,770 | $472.8M | 12.6% | −3,627,569−14.3% | Reduced | History |
| GEGeneral Electric Co | Stock | 4,028,998 | $385.2M | 10.3% | +5070.0% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 1,342,830 | $110.2M | 2.9% | +1,342,830 | New | History |
| MDLZMondelez International, Inc. | Stock | 16,530 | $1.15M | <0.1% | +291+1.8% | Added | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.