Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 9
- +1 vs. Q2 2023
- Portfolio value
- $6.57B
- +$2.69B (+69.4%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DISWalt Disney Co | Stock | 32,868,307 | $2.66B | 40.5% | +26,443,257+411.6% | Added | History |
| FERGFerguson Enterprises Inc. | SHS | 5,415,218 | $890.6M | 13.5% | −79,482−1.4% | Reduced | History |
| JHGJanus Henderson Group Ltd. | ORD SHS | 31,867,800 | $822.8M | 12.5% | 00.0% | Unchanged | History |
| WENWendy's Co | Stock | 33,350,743 | $680.7M | 10.4% | +12,618,115+60.9% | Added | History |
| IVZInvesco Ltd. | Stock | 33,940,096 | $492.8M | 7.5% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 4,029,840 | $445.5M | 6.8% | +8420.0% | Added | History |
| Allstate Corp200021014 | Equity | 3,643,618 | $405.9M | 6.2% | +3,643,618 | New | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 1,342,830 | $91.4M | 1.4% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 1,223,500 | $80.8M | 1.2% | +1,223,500 | New | History |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.