TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q4 2023
Top Holdings9 positions
DISNEY WALT CO | 32.3M | $2.9B | 41.7% | $79.72 | +10.16% | 5 qtrssince 2022-Q4 | Decreased 0 |
<![CDATA[JANUS HENDERSON GROUP PLC]]> | 31.9M | $960.8M | 13.7% | — | — | 9 qtrssince 2021-Q4 | Unchanged 0 |
| 4.2M | $809M | 11.5% | — | — | 12 qtrssince 2021-Q1 | Decreased 0 | |
WENDYS CO | 31.5M | $613M | 8.7% | $15.95 | +4.04% | 18 qtrssince 2019-Q3 | Decreased 0 |
INVESCO LTD | 33.9M | $605.5M | 8.6% | $11.92 | +33.29% | 15 qtrssince 2020-Q2 | Unchanged 0 |
GE AEROSPACE | 4M | $514.4M | 7.3% | $62.62 | +59.99% | 10 qtrssince 2021-Q3 | Increased 64 |
| 2.8M | $391M | 5.6% | — | — | — | — | |
GE HEALTHCARE TECHNOLOGIES I | 1.3M | $103.8M | 1.5% | $81.54 | -5.63% | 4 qtrssince 2023-Q1 | Increased 50 |
SYSCO CORP | 1.2M | $89.5M | 1.3% | $60.35 | +11.58% | 2 qtrssince 2023-Q3 | Unchanged 0 |
TRIAN FUND MANAGEMENT, L.P. manages $7B across 9 positions as of Q4 2023. Top holdings: DIS (41.7%), JHG (13.7%), FERGL (11.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Increased 2, trimmed 4. Top move: GE (INCREASED, conviction 64). Portfolio: $7.0B 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