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Tuesday, August 15, 2023

Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing

Increased DIS position, Lowered WEN FERG holdings
Highlights from Q2 2023 filing as compared to Q1 2023:
  • Increased positions in: DIS (to ~6.43 mln shares from ~5.92 mln shares)
  • Maintained positions in: IVZ (~33.94 mln shares), JHG (~31.87 mln shares), GE (~4.03 mln shares), GEHC (~1.34 mln shares)
  • Decreased positions in: WEN (to ~20.73 mln shares from ~21.71 mln shares), FERG (to ~5.49 mln from ~5.86 mln)

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