13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001345471
Total reported value
$4.2B
$4.2B
9 檔
162.3%
At the close of Q1 2024, Trian Fund Management, L.p. disclosed equity holdings valued at approximately $4.2B, spread across 9 reported holdings.
In Q1 2024, Trian Fund Management, L.p. adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | Stock-Comm Services | 49.33% | — | — | |
| 2 | JHG | Janus Henderson Group plc | Stock-Financials | 13.07% | -10.88% | — | |
| 3 | GE | General Electric | Stock-Industrials | 8.82% | +5.98% | — | |
| 4 | WEN | Wendy's Co/the | Stock-Consumer Disc | 7.39% | +0.49% | — | |
| 5 | IVZ | Invesco Ltd. | Stock-Financials | 7.02% | -0.86% | — | |
| 6 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 6.79% | -0.48% | -40.49% | |
| 7 | ALL | The Allstate Corporation | Stock-Financials | 4.83% | — | -19.90% | |
| 8 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.52% | +4.66% | — | |
| 9 | SYY | Sysco CORP | Stock-Consumer Staples | 1.24% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +7.7% | — | Unchanged |
| 2 | GE | General Electric | +1.5% | — | Unchanged |
| 3 | GEHC | GE Healthcare Technology | 0% | — | Unchanged |
| 4 | SYY | Sysco CORP | 0% | — | Unchanged |
| 5 | JHG | Janus Henderson Group plc | -0.6% | — | Unchanged |
| 6 | ALL | The Allstate Corporation | -0.8% | -19.90% | Trim |
| 7 | WEN | Wendy's Co/the | -1.4% | — | Unchanged |
| 8 | IVZ | Invesco Ltd. | -1.6% | — | Unchanged |
| 9 | FERG | Ferguson Enterprises Inc. | -4.8% | -40.49% | Trim |
According to official SEC Form 13F filings, Trian Fund Management, L.p. reported a total U.S. public equity portfolio value of $4.2B across 9 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DIS, JHG, GE) accounted for 162.3% of total reported equity market value during Q1 2024.
Top Position Liquidated / Trimmed
FERG
前期市值: $809.0M
During Q1 2024, Trian Fund Management, L.p.'s top holdings by market value included DIS (49.3%)、JHG (13.1%)、GE (8.8%). The largest single position, DIS, represented 49.3% of total portfolio value.
In Q1 2024, Trian Fund Management, L.p. made 2 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.