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Trian Fund

Trian Fund's Portfolio

Ticker	# of Shares	Price	Value
	1,342,830	$1,141.93	$1,533,417,862
DIS	6,425,050	$113.71	$730,592,436
GE	4,028,998	$162.62	$655,195,655
IVZ	33,940,096	$14.58	$494,846,600
WEN	20,732,628	$19.96	$413,823,255
MDLZ	16,530	$70.75	$1,169,498
View Additional Portfolio Information »

Trian Fund is the hedge fund family controlled by 'operational' activist investor Nelson Peltz.

Nelson Peltz in an American billionaire. He is Chairman of Triarc Companies (NYSE: TRY), the franchisor of the Arby's restaurant in the US and Canada. Peltz is also CEO and Founding Partner of Trian Fund Management, L.P, a New-York based investment company.

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Trian Nominates Two Candidates to Disney (DIS) Board Dec 14, 2023 10:31AM

Trian Nominates Two Candidates to The Walt Disney Company Board Dec 14, 2023 10:30AM

Form SC 13D/A Invesco Ltd. Filed by: TRIAN FUND MANAGEMENT, L.P. Jun 2, 2023 04:10PM

Form SC 13D/A Invesco Ltd. Filed by: TRIAN FUND MANAGEMENT, L.P. Feb 16, 2023 05:15PM

Nelson Peltz Trian lower stake in Sysco, exits Procter & Gamble - 13F Feb 14, 2023 05:34PM

Jan 31, 2023 05:10PM Form 4 Invesco Ltd. For: Jan 27 Filed by: TRIAN FUND MANAGEMENT, L.P.
Jan 31, 2023 05:06PM Form SC 13D/A Invesco Ltd. Filed by: TRIAN FUND MANAGEMENT, L.P.
Jan 25, 2023 06:15PM Form 4 Invesco Ltd. For: Jan 23 Filed by: TRIAN FUND MANAGEMENT, L.P.
Jan 25, 2023 05:15PM Form SC 13D/A Invesco Ltd. Filed by: TRIAN FUND MANAGEMENT, L.P.
Apr 4, 2022 05:35PM Form 4 Invesco Ltd. For: Mar 31 Filed by: TRIAN FUND MANAGEMENT, L.P.
Apr 1, 2022 05:09PM Form SC 13D/A Invesco Ltd. Filed by: TRIAN FUND MANAGEMENT, L.P.
Mar 30, 2022 05:50PM Form 4 Invesco Ltd. For: Mar 28 Filed by: TRIAN FUND MANAGEMENT, L.P.
Mar 25, 2022 09:14PM Form 4 Invesco Ltd. For: Mar 23 Filed by: TRIAN FUND MANAGEMENT, L.P.
Mar 25, 2022 09:13PM Form 3 Invesco Ltd. For: Mar 23 Filed by: TRIAN FUND MANAGEMENT, L.P.
Mar 25, 2022 05:21PM Form SC 13D/A Invesco Ltd. Filed by: TRIAN FUND MANAGEMENT, L.P.
Feb 1, 2022 07:28AM Form SC 13D/A Invesco Ltd. Filed by: TRIAN FUND MANAGEMENT, L.P.
Feb 1, 2022 06:40AM Invesco Ltd. (IVZ) Announces Board Changes
Feb 1, 2022 06:40AM Invesco Ltd. announces changes to its Board of Directors
Dec 15, 2021 09:02AM Form SC 13D/A Invesco Ltd. Filed by: TRIAN FUND MANAGEMENT, L.P.
Jul 12, 2021 06:58AM Citi Upgrades Invesco (IVZ) to Buy, Open 90-Day Positive Catalyst Watch
Jan 29, 2021 06:01PM Form 4 Invesco Ltd. For: Jan 27 Filed by: TRIAN FUND MANAGEMENT, L.P.
Jan 29, 2021 06:00PM Form 4 Invesco Ltd. For: Jan 27 Filed by: TRIAN FUND MANAGEMENT, L.P.
Jan 29, 2021 05:59PM Form 3/A Invesco Ltd. For: Nov 04 Filed by: TRIAN FUND MANAGEMENT, L.P.
Jan 29, 2021 05:58PM Form 3/A Invesco Ltd. For: Nov 04 Filed by: TRIAN FUND MANAGEMENT, L.P.
Nov 16, 2020 05:13PM Peltz's Trian Partners Lifts Stakes in Comcast (CMCSA), Invesco (IVZ), and Janus Henderson (JNS) - 13F
Nov 5, 2020 07:15AM Form SC 13D Invesco Ltd. Filed by: TRIAN FUND MANAGEMENT, L.P.
Nov 5, 2020 06:55AM Invesco Ltd. to expand its Board of Directors with three new members
Oct 21, 2020 08:49AM Trian's Peltz Hopes to Get on Invesco (IVZ) Board Soon, Invesco Needs to Get Bigger - Bloomberg
Oct 2, 2020 07:46AM Trian pushes Invesco, Janus Henderson to consider deals-filings
Oct 2, 2020 06:04AM Form SC 13D Invesco Ltd. Filed by: TRIAN FUND MANAGEMENT, L.P.
Oct 1, 2020 09:47PM Peltz Takes Stakes in Janus Henderson Group plc (JHG), Invesco (IVZ) - WSJ

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