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NEW YORK NY Investment Advisor Hedge Fund Billionaires Group Activist Investor
13F Summary

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WhaleScore 2.0 ?


S&P 500
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Trian Fund Management is based out of New York and is run by Nelson Peltz. Trian Fund Management is a hedge fund with 25 clients and discretionary assets under management (AUM) of $7,149,364,432 (Form ADV from 2023-06-02). Their last reported 13F filing for Q4 2023 included $7,006,738,883 in managed 13F securities and a top 10 holdings concentration of 100.0%. Trian Fund Management's largest holding is Walt Disney Co. (The) with shares held of 32,337,856. Whalewisdom has at least 64 13F filings, 151 13D filings, 12 13G filings, and 39 Form 4 filings


Top Buys (13F)

Name % Change
GE General Electric Co 0.57%
GEHC GE HealthCare Techno 0.09%


Top Sells (13F)

Name % Change
FERG Ferguson PLC 2%
WEN Wendys Co. (The) 1.61%
ALL Allstate Corp (The) 0.59%


13F Holdings Summary

Name $ Change
DIS Walt Disney Co. (The 41.67%
JHG Janus Henderson Grou 13.71%
FERG Ferguson PLC 11.55%
WEN Wendys Co. (The) 8.75%
IVZ Invesco Ltd. ADR 8.64%


13F Activity

Market Value $7.01b, Prior: $6.57b
New Purchases 0 stocks
Added To 2 stocks
Sold out of 0 stocks
Reduced holdings in 4 stocks
Top 10 Holdings % 100%
Turnover %[1] 0%
Turnover Alt %[2] 0%
Time Held Top 20 14.7778 quarters
Time Held Top 10 14.7778 quarters
Time Held All 14.78 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time



Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance