Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Increased DIS position, Lowered WEN FERG holdings
Highlights from Q2 2023 filing as compared to Q1 2023:
- Increased positions in: DIS (to ~6.43 mln shares from ~5.92 mln shares)
- Maintained positions in: IVZ (~33.94 mln shares), JHG (~31.87 mln shares), GE (~4.03 mln shares), GEHC (~1.34 mln shares)
- Decreased positions in: WEN (to ~20.73 mln shares from ~21.71 mln shares), FERG (to ~5.49 mln from ~5.86 mln)