Trian Fund Management → DIS
Nelson Peltz / Trian Partners holds 1.8% of The Walt Disney Company.
SEC source
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Who else owns DISFrequently asked questions
What stake does Trian Fund Management hold in DIS?
Trian Fund Management (Nelson Peltz / Trian Partners) holds 1.8% of The Walt Disney Company (DIS) via 13D filed 2023-11-30. Initial filing date: 2023-10-08. Active campaign — fund publicly seeks operational or governance changes.
What is Trian Fund Management's thesis for DIS?
Cost cuts, succession planning, ESPN spinoff. Launched proxy fight April 2024 — lost at annual meeting 12-to-1 against.
What's the difference between 13D and 13G filings?
Both are filed when a fund crosses 5% ownership of a public company. SCHEDULE 13D = active intent (the fund plans to influence management, board, M&A, or capital allocation). SCHEDULE 13G = passive intent (long-term position, no active influence). 13D filings carry stricter disclosure (10-day window from purchase); 13G is for long-only managers + index funds. DIS filing type: 13D.
Where does HoldLens get activist filing data?
SEC EDGAR Schedule 13D and 13G filings (10-day disclosure window for 13D; 45-day initial window for 13G then amendments as positions change). HoldLens federates campaigns across tracked activist funds and computes stake-change deltas over time. See /methodology for the full source list.
Data sourced from SEC EDGAR 13D / 13G filings. Activist intent and outcome reflect public disclosures and announcements only. Not investment advice.