What Nelson Peltz Bought in Q1 2024
Trian Fund Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$8.02B
Total Value
9
Holdings
0
New Buys
0
Reduced
In Q1 2024, Nelson Peltz reported 9 long equity positions worth $8.02B in their Trian Fund Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | DIS | The Walt Disney Company | 32337856 | $3.96B | 49.33% | — |
| 2 | JHG | Janus Henderson Group plc | 31867800 | $1.05B | 13.07% | — |
| 3 | GE | General Electric Co. | 4030213 | $707.4M | 8.82% | — |
| 4 | WEN | Wendys Co. | 31467150 | $592.8M | 7.39% | — |
| 5 | IVZ | Invesco Ltd. | 33940096 | $563.1M | 7.02% | — |
| 6 | FERG | Ferguson Plc New | 2493687 | $544.7M | 6.79% | — |
| 7 | ALL | The Allstate Corporation | 2237269 | $387.1M | 4.83% | — |
| 8 | GEHC | GE HealthCare Technologies Inc. | 1342833 | $122.1M | 1.52% | — |
| 9 | SYY | Sysco Corporation | 1223500 | $99.3M | 1.24% | — |