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:
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
|