Trian Fund Management Nelson Peltz

Top positions activity

Value History

Quarterly report: Q3 2024

Total portfolio value: $3.9B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JHG
Janus Henderson Group plc 1.2B 31.17% 31.9M =
GE
General Electric Co. 760.0M 19.53% 4.0M =
WEN
Wendy`s Co - Class A 534.6M 13.73% 30.5M -995.3K ↓3.16%
IVZ
Invesco Ltd 406.9M 10.45% 23.2M -4.1M ↓14.88%
FERG
Ferguson Plc. 252.3M 6.48% 1.3M -683.1K ↓34.96%
UHAL
Amerco 34.8M 0.89% 449.6K +59.9K ↑15.37%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
DIS
Walt Disney Co (The) 262.7M 6.4% 2.6M Sold Out