TRIAN FUND MANAGEMENT, L.P. Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$3880.7T
Holdings
8
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JHGJanus Henderson Group plc | 31,867,800 | $868.4T | 22.38% | |
| 2 | FERGFerguson Plc New | 5,494,700 | $864.4T | 22.27% | |
| 3 | DISThe Walt Disney Company | 6,425,050 | $573.6T | 14.78% | |
| 4 | IVZInvesco Ltd. | 33,940,096 | $570.5T | 14.70% | |
| 5 | WENWendys Co. | 20,732,628 | $450.9T | 11.62% | |
| 6 | GEGeneral Electric Co. | 4,028,998 | $442.6T | 11.40% | |
| 7 | GEHCGE HealthCare Technologies Inc. | 1,342,830 | $109.1T | 2.81% | |
| 8 | MDLZMondelez Intl Inc. | 16,530 | $1.2T | 0.03% |