TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q1 2024
Top Holdings9 positions
DISNEY WALT CO | 32.3M | $4B | 49.3% | $79.72 | +49.29% | 6 qtrssince 2022-Q4 | Unchanged 0 |
<![CDATA[JANUS HENDERSON GROUP PLC]]> | 31.9M | $1B | 13.1% | — | — | 10 qtrssince 2021-Q4 | Unchanged 0 |
GE AEROSPACE | 4M | $707.4M | 8.8% | — | — | 11 qtrssince 2021-Q3 | Unchanged 0 |
WENDYS CO | 31.5M | $592.8M | 7.4% | $15.95 | +2.00% | 19 qtrssince 2019-Q3 | Unchanged 0 |
INVESCO LTD | 33.9M | $563.1M | 7.0% | $11.92 | +25.58% | 16 qtrssince 2020-Q2 | Unchanged 0 |
| 2.5M | $544.7M | 6.8% | — | — | 13 qtrssince 2021-Q1 | Decreased 0 | |
| 2.2M | $387.1M | 4.8% | — | — | — | — | |
GE HEALTHCARE TECHNOLOGIES I | 1.3M | $122.1M | 1.5% | $81.50 | +11.00% | 5 qtrssince 2023-Q1 | Unchanged 0 |
SYSCO CORP | 1.2M | $99.3M | 1.2% | $60.35 | +10.34% | 3 qtrssince 2023-Q3 | Unchanged 0 |
TRIAN FUND MANAGEMENT, L.P. manages $8B across 9 positions as of Q1 2024. Top holdings: DIS (49.3%), JHG (13.1%), GE (8.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Trimmed 2. No standout high-conviction moves this quarter. Portfolio: $8.0B across 9 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR