Trian Fund Management Nelson Peltz
Top positions activity
Value History
Quarterly report: Q4 2023
Total portfolio value: $7.0B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
DIS
|
Walt Disney Co (The) | 2.9B 41.67% | 32.3M | -530.5K ↓1.61% | |
|
JHG
|
Janus Henderson Group plc | 960.8M 13.71% | 31.9M | = | |
|
FERG
|
Ferguson Plc. | 809.0M 11.54% | 4.2M | -1.2M ↓22.62% | |
|
WEN
|
Wendy`s Co - Class A | 613.0M 8.74% | 31.5M | -1.9M ↓5.65% | |
|
IVZ
|
Invesco Ltd | 605.5M 8.64% | 33.9M | = | |
|
GE
|
General Electric Co. | 514.4M 7.34% | 4.0M | +373 ↑0.01% | |
|
SYY
|
Sysco Corp. | 89.5M 1.27% | 1.2M | = |