Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q3 2024)
As of Sep 30, 2024, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2024, the filing reported:
New Buys - None reported
Complete Exits - Walt Disney Company (The), Rentokil Initial plc
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2024
|
ALL
Allstate
|
Sell |
-1,400,061
|
|
Q3 2024
|
DIS
Walt Disney Company (The)
|
Sell - Position Exit |
-2,645,583
|
|
Q3 2024
|
FERG
Ferguson
|
Sell |
-683,053
|
|
Q3 2024
|
GEHC
GE HealthCare Technologies Inc.
|
Sell |
-1,338,804
|
|
Q3 2024
|
IVZ
Invesco
|
Sell |
-4,050,292
|
|
Q3 2024
|
RTO
Rentokil Initial plc
|
Sell - Position Exit |
-470,000
|
|
Q3 2024
|
SOLV
Solventum Corporation
|
Buy |
+1,765,676
|
|
Q3 2024
|
UHAL
U-Haul Holding Company
|
Buy |
+59,895
|
|
Q3 2024
|
UHAL-B
U-Haul Holding Company Series N
|
Buy |
+139,755
|
|
Q3 2024
|
WEN
Wendy's Company (The)
|
Sell |
-995,273
|