HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 The Walt Disney Company |
32,337,856 | -530,451 | $2,919,785 |
| DIS | 32,337,856 | -530,451 | $2,919,785 |
| Janus Henderson Group plc |
31,867,800 | UNCH | $960,814 |
| JHG | 31,867,800 | UNCH | $960,814 |
| Ferguson Plc New |
4,190,252 | -1,224,966 | $809,012 |
| FERG | 4,190,252 | -1,224,966 | $809,012 |
| Wendys Co. |
31,467,150 | -1,883,593 | $612,980 |
| WEN | 31,467,150 | -1,883,593 | $612,980 |
| Invesco Ltd. |
33,940,096 | UNCH | $605,491 |
| IVZ | 33,940,096 | UNCH | $605,491 |
| General Electric Co. |
4,030,213 | +373 | $514,376 |
| GE | 4,030,213 | +373 | $514,376 |
| The Allstate Corporation |
2,793,098 | -850,520 | $390,978 |
| COM | 2,793,098 | -850,520 | $390,978 |
| GE HealthCare Technologies Inc. |
1,342,833 | +3 | $103,828 |
| GEHC | 1,342,833 | +3 | $103,828 |
| Sysco Corporation |
1,223,500 | +0 | $89,475 |
| SYY | 1,223,500 | UNCH | $89,475 |
See Summary: Trian Fund Management L.P. Top Holdings
See Details: Top 10 Stocks Held By Trian Fund Management L.P.
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| SYY | -1,223,500 | -$80,812 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| GE | +373 | +$68,877 |
| GEHC | +3 | +$12,462 |
| JHG | UNCH | +$137,987 |
| IVZ | UNCH | +$112,681 |
| SYY | UNCH | +$8,663 |
| DIS | -530,451 | +$255,809 |
| The Allstate Corporation | -850,520 | -$14,957 |
| FERG | -1,224,966 | -$81,629 |
| WEN | -1,883,593 | -$67,709 |
|
Size ($ in 1000's)
At 12/31/2023: $7,006,739 At 09/30/2023: $6,574,555 Combined Holding Report Includes:
Trian Fund Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Trian Fund Management L.P. 13F filings. Link to 13F filings: SEC filings |
