WEN (Wendys Co.) is held by 3 tracked superinvestors with an aggregate position value of $235M based on the most recent SEC 13F filings. Top institutional holders include: Nelson Peltz, Prem Watsa, Ray Dalio.

How much WEN do superinvestors hold in aggregate?

Across 3 tracked managers, superinvestors collectively report $235M in WEN positions worth 33,768,873 shares.

What is the largest holder of WEN?

The largest tracked holder of WEN is Nelson Peltz (Trian Fund Management) with 30,446,022 shares worth $212M, representing 5.48% of their portfolio.

← Top Holdings

WENWendys Co.

CUSIP: 95058W100

🔥 Bought by 2 superinvestors this quarter

Guru Owners

$234.7M

Total Value Held

33.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Nelson Peltz	Trian Fund Management	30446022	$211.6M	5.48%	$6.95	Q1 2026
Prem Watsa	Fairfax Financial Holdings	3268902	$22.8M	1.17%	$6.96	Q1 2026
Ray Dalio	Bridgewater Associates	53949	$375K	0.00%	$6.95	Q1 2026

Nelson Peltz

$211.6M

5.48%

Prem Watsa

$22.8M

1.17%

Ray Dalio

$375K

0.00%

📊 Fundamentals

Market Cap$1.5B

P/E Ratio10.2x

Below market avg

Forward P/E12.2x

P/FCF11.3x

EPS (TTM)$0.76

Revenue (TTM)$2.2B

Profit Margin6.77%

Div Yield7.20%

Beta0.37

52-Week Range

$6.07

$12.00

Current: $7.78

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 10.2x trailing earnings → 12.2x forward · 6.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '263 owners · $234.7M

INCREASEDNelson Peltz$211.6M

NEWPrem Watsa$22.8M

REDUCEDRay Dalio$375K

SOLDBill Nygren

Q4 '253 owners · $337.3M

INCREASEDNelson Peltz$253.6M

INCREASEDBill Nygren$83.0M

REDUCEDRay Dalio$729K

Q3 '253 owners · $376.8M

INCREASEDNelson Peltz$278.8M

REDUCEDBill Nygren$97.1M

NEWRay Dalio$890K

Q2 '252 owners · $474.1M

INCREASEDNelson Peltz$347.6M

REDUCEDBill Nygren$126.5M

Q1 '252 owners · $587.8M

REDUCEDNelson Peltz$445.1M

NEWBill Nygren$142.7M

Q4 '241 owners · $497.6M

INCREASEDNelson Peltz$497.6M

SOLDLee Ainslie

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

0%analyst est. 0.3%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

6.0%current: 6.0%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data