TRIAN FUND MANAGEMENT, L.P. Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$8021.5T
Holdings
9
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISThe Walt Disney Company | 32,337,856 | $3956.9T | 49.33% | |
| 2 | JHGJanus Henderson Group plc | 31,867,800 | $1048.1T | 13.07% | |
| 3 | GEGeneral Electric Co. | 4,030,213 | $707.4T | 8.82% | |
| 4 | WENWendys Co. | 31,467,150 | $592.8T | 7.39% | |
| 5 | IVZInvesco Ltd. | 33,940,096 | $563.1T | 7.02% | |
| 6 | FERGFerguson Plc New | 2,493,687 | $544.7T | 6.79% | |
| 7 | ALLThe Allstate Corporation | 2,237,269 | $387.1T | 4.83% | |
| 8 | GEHCGE HealthCare Technologies Inc. | 1,342,833 | $122.1T | 1.52% | |
| 9 | SYYSysco Corporation | 1,223,500 | $99.3T | 1.24% |