Trian Fund Management, L.P. · Holdings as of Sep 30, 2023, filed by Nov 15, 2023 · US long stock positions only
Operational activist. A couple of giant stakes at a time.
Reported value
$7B
9 positions shown
Copycat since 2016
1.45x
4% per year · low coverage
vs SPY
behind
SPY 3.57x same window
Top position
DIS
41% of book
Copying these filings vs SPY
$1 at every deadline since 2016
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance. Only 78% of this book is priceable; read the line loosely.
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.