Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 9
- 0 vs. Q4 2023
- Portfolio value
- $8.02B
- +$1.01B (+14.5%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DISWalt Disney Co | Stock | 32,337,856 | $3.96B | 49.3% | 00.0% | Unchanged | History |
| JHGJanus Henderson Group Ltd. | ORD SHS | 31,867,800 | $1.05B | 13.1% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 4,030,213 | $707.4M | 8.8% | 00.0% | Unchanged | History |
| WENWendy's Co | Stock | 31,467,150 | $592.8M | 7.4% | 00.0% | Unchanged | History |
| IVZInvesco Ltd. | Stock | 33,940,096 | $563.1M | 7.0% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 2,493,687 | $544.7M | 6.8% | −1,696,565−40.5% | Reduced | History |
| Allstate Corp200021014 | Equity | 2,237,269 | $387.1M | 4.8% | −555,829−19.9% | Reduced | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 1,342,833 | $122.1M | 1.5% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 1,223,500 | $99.3M | 1.2% | 00.0% | Unchanged | History |