TRIAN FUND MANAGEMENT, L.P. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$3.9T
Holdings
8
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FERGFerguson Plc New | 11,218,181 | $1.4T | 36.79% | |
| 2 | DISThe Walt Disney Company | 9,029,800 | $784.5B | 20.26% | |
| 3 | JHGJanus Henderson Group plc | 31,867,800 | $749.5B | 19.36% | |
| 4 | WENWendys Co. | 25,333,339 | $573.3B | 14.81% | |
| 5 | GEGeneral Electric Co. | 4,028,491 | $337.5B | 8.72% | |
| 6 | MDLZMondelez Intl Inc. | 16,239 | $1.1B | 0.03% | |
| 7 | IVZInvesco Ltd. | 55,758,634 | $1.0B | 0.03% | |
| 8 | SYYSysco Corp. | 4,540 | $347.0M | 0.01% |