13F HOLDINGS REPORT
TRIAN FUND MANAGEMENT, L.P.
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001345471-23-000084
Total Value
$3.75B
Positions
8
Other Managers
5
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group plc | JHG | 31,867,800 | $849.0M | 22.63% |
| 2 | Ferguson Plc New | G3421J106 | 5,864,000 | $784.3M | 20.91% |
| 3 | The Walt Disney Company | 254687106 | 5,916,684 | $592.4M | 15.79% |
| 4 | Invesco Ltd. | IVZ | 33,940,096 | $556.6M | 14.84% |
| 5 | Wendys Co. | 95058W100 | 21,705,770 | $472.8M | 12.60% |
| 6 | General Electric Co. | 369604301 | 4,028,998 | $385.2M | 10.27% |
| 7 | GE HealthCare Technologies Inc. | GEHC | 1,342,830 | $110.2M | 2.94% |
| 8 | Mondelez Intl Inc. | 609207105 | 16,530 | $1.2M | 0.03% |