TRIAN FUND MANAGEMENT, L.P. Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$3751.6T
Holdings
8
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JHGJanus Henderson Group plc | 31,867,800 | $849.0T | 22.63% | |
| 2 | FERGFerguson Plc New | 5,864,000 | $784.3T | 20.91% | |
| 3 | DISThe Walt Disney Company | 5,916,684 | $592.4T | 15.79% | |
| 4 | IVZInvesco Ltd. | 33,940,096 | $556.6T | 14.84% | |
| 5 | WENWendys Co. | 21,705,770 | $472.8T | 12.60% | |
| 6 | GEGeneral Electric Co. | 4,028,998 | $385.2T | 10.27% | |
| 7 | GEHCGE HealthCare Technologies Inc. | 1,342,830 | $110.2T | 2.94% | |
| 8 | MDLZMondelez Intl Inc. | 16,530 | $1.2T | 0.03% |