TRIAN FUND MANAGEMENT, L.P.
Q1 2024 13F-HR Holdings
Net value change ($000)
+1,014,750
(14.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2023
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| DIS | 1,037,075 | 35.5% |
| GE | 193,047 | 37.5% |
| JANUS HENDERSON GROUP PLC | 87,318 | 9.1% |
| GEHC | 18,249 | 17.6% |
| SYY | 9,849 | 11.0% |
Top Reduces (Value $000, Stocks/ETFs)
| Ferguson (Jersey) Ltd | -264,316 | -32.7% |
| IVZ | -42,425 | -7.0% |
| WEN | -20,139 | -3.3% |
| The Allstate Corporation | -3,908 | -1.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|