Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q3 2024)

According to the SEC 13F filed on Nov 13, 2024, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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:

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