Trian Fund Management as of Dec. 31, 2022
Portfolio Holdings for Trian Fund Management
Trian Fund Management holds 8 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferguson SHS (FERG) | 36.8 | $1.4B | 11M | 126.97 | |
| Walt Disney Company (DIS) | 20.3 | $785M | 9.0M | 86.88 | |
| Janus Henderson Group Ord Shs (JHG) | 19.4 | $750M | 32M | 23.52 | |
| Wendy's/arby's Group (WEN) | 14.8 | $573M | 25M | 22.63 | |
| General Electric Com New (GE) | 8.7 | $338M | 4.0M | 83.79 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.1M | 16k | 66.38 | |
| Invesco SHS (IVZ) | 0.0 | $1.0M | 56M | 0.02 | |
| SYSCO Corporation (SYY) | 0.0 | $347k | 4.5k | 76.43 |
