Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 9
- 0 vs. Q3 2023
- Portfolio value
- $7.01B
- +$432.2M (+6.6%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DISWalt Disney Co | Stock | 32,337,856 | $2.92B | 41.7% | −530,451−1.6% | Reduced | History |
| JHGJanus Henderson Group Ltd. | ORD SHS | 31,867,800 | $960.8M | 13.7% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 4,190,252 | $809.0M | 11.5% | −1,224,966−22.6% | Reduced | History |
| WENWendy's Co | Stock | 31,467,150 | $613.0M | 8.7% | −1,883,593−5.6% | Reduced | History |
| IVZInvesco Ltd. | Stock | 33,940,096 | $605.5M | 8.6% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 4,030,213 | $514.4M | 7.3% | +3730.0% | Added | History |
| Allstate Corp200021014 | Equity | 2,793,098 | $391.0M | 5.6% | −850,520−23.3% | Reduced | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 1,342,833 | $103.8M | 1.5% | +30.0% | Added | History |
| SYYSysco Corp | Stock | 1,223,500 | $89.5M | 1.3% | 00.0% | Unchanged | History |