TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q3 2023
Top Holdings9 positions
WALT DISNEY | 32.9M | $2.7B | 40.5% | $79.72 | -1.43% | 4 qtrssince 2022-Q4 | Increased 100 |
| 5.4M | $890.6M | 13.5% | — | — | 11 qtrssince 2021-Q1 | Decreased 0 | |
<![CDATA[JANUS HENDERSON GROUP PLC]]> | 31.9M | $822.8M | 12.5% | — | — | 8 qtrssince 2021-Q4 | Unchanged 0 |
WENDYS CO | 33.4M | $680.7M | 10.4% | $15.95 | +7.55% | 17 qtrssince 2019-Q3 | Increased 91 |
INVESCO LTD | 33.9M | $492.8M | 7.5% | $11.92 | +6.85% | 14 qtrssince 2020-Q2 | Unchanged 0 |
GE AEROSPACE | 4M | $445.5M | 6.8% | — | — | 9 qtrssince 2021-Q3 | Increased 63 |
| 3.6M | $405.9M | 6.2% | — | — | — | — | |
GE HEALTHCARE TECHNOLOGIES I | 1.3M | $91.4M | 1.4% | $81.50 | -16.99% | 3 qtrssince 2023-Q1 | Unchanged 0 |
SYSCO CORP | 1.2M | $80.8M | 1.2% | $60.35 | 0.00% | 1 qtr | New 71 |
TRIAN FUND MANAGEMENT, L.P. manages $6.6B across 9 positions as of Q3 2023. Top holdings: DIS (40.5%), FERGL (13.5%), JHG (12.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Added 2 new positions, exited 1, increased 3, trimmed 1. Top move: DIS (INCREASED, conviction 100). Portfolio: $6.6B across 9 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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