TRIAN FUND MANAGEMENT, L.P. Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$4099.8T
Holdings
12
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JHGJanus Henderson Group plc | 31,867,800 | $1074.3T | 26.20% | |
| 2 | GEGeneral Electric Co. | 4,030,213 | $640.7T | 15.63% | |
| 3 | WENWendys Co. | 31,507,868 | $534.4T | 13.03% | |
| 4 | IVZInvesco Ltd. | 27,223,734 | $407.3T | 9.93% | |
| 5 | FERGFerguson Plc New | 1,953,863 | $378.4T | 9.23% | |
| 6 | ALLThe Allstate Corporation | 2,013,508 | $321.5T | 7.84% | |
| 7 | SOLVSolventum Corporation | 5,360,579 | $283.5T | 6.91% | |
| 8 | DISThe Walt Disney Company | 2,645,583 | $262.7T | 6.41% | |
| 9 | GEHCGE HealthCare Technologies Inc. | 1,342,833 | $104.6T | 2.55% | |
| 10 | UHAL/BU-Haul Holding Company - B | 909,300 | $54.6T | 1.33% | |
| 11 | UHALU-Haul Holding Company | 389,700 | $24.1T | 0.59% | |
| 12 | RTORentokil Initial plc | 470,000 | $13.9T | 0.34% |