13F HOLDINGS REPORT
TRIAN FUND MANAGEMENT, L.P.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001345471-23-000042
Total Value
$3.9M
Positions
9
Other Managers
5
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Ferguson Plc New | G3421J106 | 6,840,306 | $868,514 | 22.43% |
| 2 | The Walt Disney Company | 254687106 | 9,029,800 | $784,509 | 20.26% |
| 3 | Janus Henderson Group plc | JHG | 31,867,800 | $749,531 | 19.36% |
| 4 | Wendys Co. | 95058W100 | 25,333,339 | $573,293 | 14.81% |
| 5 | Ferguson Plc New | G3421J106 | 4,377,875 | $555,859 | 14.36% |
| 6 | General Electric Co. | 369604301 | 4,028,491 | $337,547 | 8.72% |
| 7 | Mondelez Intl Inc. | 609207105 | 16,239 | $1,078 | 0.03% |
| 8 | Invesco Ltd. | IVZ | 55,758,634 | $1,003 | 0.03% |
| 9 | Sysco Corp. | SYY | 4,540 | $347 | 0.01% |