WENWendys Co.

CUSIP: 95058W100

Guru Owners

$337.3M

Total Value Held

40.5M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Nelson Peltz	Trian Fund Management	30440318	$253.6M	6.36%	$8.33	Q4 2025
Bill Nygren	Harris Associates	9966105	$83.0M	0.10%	$8.33	Q4 2025
Ray Dalio	Bridgewater Associates	87531	$729K	0.00%	$8.33	Q4 2025

Nelson Peltz

$253.6M

6.36%

Bill Nygren

$83.0M

0.10%

Ray Dalio

$729K

0.00%

📊 Fundamentals

Market Cap$1.4B

P/E Ratio8.7x

Below market avg

Forward P/E11.2x

P/FCF8.3x

EPS (TTM)$0.85

Revenue (TTM)$2.2B

Profit Margin7.58%

Div Yield7.55%

Beta0.38

52-Week Range

$6.73

$15.79

Current: $7.42

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 8.7x trailing earnings → 11.2x forward · 7.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

Q3 '242 owners · $536.1M

REDUCEDNelson Peltz$534.6M

INCREASEDLee Ainslie$1.6M

💰 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

1%analyst est. 1.0%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

7.9%current: 7.9%

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