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

As of Dec 31, 2023, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 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 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