Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Increased SOLV UHAL positions, Exited DIS RTO
Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- Increased positions in: SOLV (to 7.13 mln shares from 5.36 mln shares), UHAL.B (to 1.05 mln from 0.91 mln), UHAL (to 0.45 mln from 0.39 mln)
- Maintained positions in: JHG (31.87 mln shares), GE (4.03 mln)
- Closed positions in: DIS (from 2.65 mln shares), RTO (from 0.47 mln)
- Decreased positions in: IVZ (to 23.17 mln shares from 27.22 mln shares), ALL (to 0.61 mln from 2.01 mln), GEHC (to 4K from 1.34 mln), WEN (slightly lowered to 30.51 mln from 31.51 mln), FERG (to 1.27 mln from 1.95 mln)