TRIAN FUND MANAGEMENT, L.P.

NEW YORK, NY · CIK 0001345471

Portfolio Value: $8.02B

Positions: 9

Period: 2024-03-31

Filed: 2024-05-15

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

TRIAN FUND MANAGEMENT, L.P. Q1 2024 13F Filing Summary

TRIAN FUND MANAGEMENT, L.P. (NEW YORK, NY) reported a portfolio value of $8.02B across 9 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: DIS$3.96B·JHG$1.05B·GE$707.42M·WEN$592.84M·IVZ$563.07M

Holdings Heatmap

DIS49.3% · $3.96B JHG13.1%GE8.8%WEN7.4%IVZ7.0%G3421J6.8%-40.5%

2000214.8% · $387.07M-19.9%GEHC1.5% · $122.08M SYY1.2% · $99.32M

Top 9 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Reductions2

The Allstate Corporation

$387.07M

-19.9%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	DISThe Walt Disney Company	$3.96B	32,337,856	49.33%	-
2	JHGJanus Henderson Group plc	$1.05B	31,867,800	13.07%	-
3	GEGeneral Electric Co.	$707.42M	4,030,213	8.82%	-
4	WENWendys Co.	$592.84M	31,467,150	7.39%	-
5	IVZInvesco Ltd.	$563.07M	33,940,096	7.02%	-
6	Ferguson Plc New	$544.70M	2,493,687	6.79%	-40.5%
7	The Allstate Corporation	$387.07M	2,237,269	4.83%	-19.9%
8	GEHCGE HealthCare Technologies Inc.	$122.08M	1,342,833	1.52%	-
9	SYYSysco Corporation	$99.32M	1,223,500	1.24%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
Ferguson Plc New	$544.70M	2,493,687	-1.70M	-40.5%
The Allstate Corporation	$387.07M	2,237,269	-555.8K	-19.9%

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