WEN
The Wendy's Company · Consumer Cyclical · Restaurants
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 110 | -3 | 151.22M | $1.25B | +7 | −12 |
| Q1 2026 | 118 | 0 | 164.34M | $1.14B | +7 | −7 |
| Q4 2025 | 117 | +1 | 174.75M | $1.46B | +1 | n/a |
| Q3 2025 | 20 | +3 | 125.45M | $1.15B | +3 | −1 |
| Q2 2025 | 15 | 0 | 124.76M | $1.42B | n/a | n/a |
| Q1 2025 | 12 | -2 | 75.37M | $1.10B | n/a | −2 |
| Q4 2024 | 14 | -1 | 67.41M | $1.10B | +1 | −2 |
| Q3 2024 | 14 | +2 | 68.33M | $1.20B | +2 | n/a |
| Q2 2024 | 12 | n/a | 59.28M | $1.01B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Trian Fund Management ✦ | 31.51M | n/a | $534.37M | 13.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Harris Associates (Oakmark) ✦ | 9.49M | n/a | $160.98M | 0.3% | n/c | 1 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 6.81M | n/a | $115.56M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 4 | Geode Capital Management ✦ (pasivo) | 2.98M | n/a | $50.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Point72 Asset Management ✦ | 2.48M | n/a | $42.08M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Millennium Management ✦ | 2.02M | n/a | $34.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 1.56M | n/a | $26.40M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 1.23M | n/a | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Norges Bank ✦ (pasivo) | 685.98K | n/a | $11.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Gotham Asset Management ✦ | 244.49K | n/a | $4.15M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 177.88K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | D. E. Shaw & Co. ✦ | 88.38K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 405 tenedores, 191.38M acciones, $1.32B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.