Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Maintains DIS GE GEHC IVZ holdings
Highlights from Q4 2023 filing as compared to Q3 2023 (all amounts are approximate):
- Maintained positions in: DIS (32.34 mln shares), GE (4 mln), GEHC (1.3 mln), IVZ (33.9 mln)
- Decreased positions in: WEN (to 31.47 mln shares from 33.35 mln shares), FERG (to 4.19 mln from 5.42 mln)