Nelson Peltz’s Trian Fund Management disclosed in an SEC Filing its holdings as of December 31, 2023. The fund’s two new buys during the fourth quarter included, by size of position, GE (GE) and GE Healthcare (GEHC). Trian reduced its stake in four positions, including by size of previous position Ferguson (FERG), Wendy’s (WEN), Allstate (ALL), and Disney (DIS). The fund’s top holdings as of December 31, in order of size, were Disney, Janus Henderson (JHG), Ferguson, Wendy’s, and Invesco (IVZ).
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