Nelson Peltz’s Trian Fund Management disclosed in an SEC filing its holdings as of June 30-, 2023. Trian ‘s one new buy during the second quarter was Disney (DIS). Trian reduced its stake in two holdings, including by size of previous position, Wendy’s (WEN) and Ferguson (FERG). Trian’s top holdings as of June 30, in order of size, were Janus Henderson (JHG), Ferguson, Disney, Invesco Ltd. (IVZ), and Wendy’s.
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