Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q4 2023)

According to the SEC 13F filed on Feb 14, 2024, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2023. 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 Q4 2023, the filing reported:

New Buys - None reported

Increases - GE Aerospace, GE HealthCare Technologies Inc.

Reductions - Allstate, Walt Disney Company (The), Ferguson, Wendy's Company (The)

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2023	ALL Allstate	Allstate	Sell	-850,520	-23.3%	$390.98M	2,793,098
Q4 2023	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-530,451	-1.6%	$2.92B	32,337,856
Q4 2023	FERG Ferguson	Ferguson	Sell	-1,224,966	-22.6%	$809.01M	4,190,252
Q4 2023	GE GE Aerospace	GE Aerospace	Buy	+373	+0.0%	$514.38M	4,030,213
Q4 2023	GEHC GE HealthCare Technologies Inc.	GE HealthCare Technologies Inc.	Buy	+3	+0.0%	$103.83M	1,342,833
Q4 2023	WEN Wendy's Company (The)	Wendy's Company (The)	Sell	-1,883,593	-5.6%	$612.98M	31,467,150