13F HOLDINGS REPORT (Amended)
TRIAN FUND MANAGEMENT, L.P.
Quarter ended Q3 2023 · Filed August 15, 2023 · Accession 0001345471-23-000123
Total Value
$3.88B
Positions
8
Other Managers
4
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group plc | JHG | 31,867,800 | $868.4M | 22.38% |
| 2 | Ferguson Plc New | G3421J106 | 5,494,700 | $864.4M | 22.27% |
| 3 | The Walt Disney Company | 254687106 | 6,425,050 | $573.6M | 14.78% |
| 4 | Invesco Ltd. | IVZ | 33,940,096 | $570.5M | 14.70% |
| 5 | Wendys Co. | 95058W100 | 20,732,628 | $450.9M | 11.62% |
| 6 | General Electric Co. | 369604301 | 4,028,998 | $442.6M | 11.40% |
| 7 | GE HealthCare Technologies Inc. | GEHC | 1,342,830 | $109.1M | 2.81% |
| 8 | Mondelez Intl Inc. | 609207105 | 16,530 | $1.2M | 0.03% |