Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 9
- 0 vs. Q2 2021
- Portfolio value
- $8.04B
- −$510.5M (−6.0%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FERGFerguson Enterprises Inc. | SHS | 12,728,931 | $1.77B | 22.1% | −388,442−3.0% | Reduced | History |
| CMCSAComcast Corp | Stock | 19,991,416 | $1.12B | 13.9% | −806,050−3.9% | Reduced | History |
| SYYSysco Corp | Stock | 13,382,626 | $1.05B | 13.1% | −4,493,098−25.1% | Reduced | History |
| Janus Henderson Group PLCG4474Y904 | CALL | 23,702,312 | $979.6M | 12.2% | +2,479,228+11.7% | Added | – |
| IVZInvesco Ltd. | Stock | 36,755,775 | $955.6M | 11.9% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 5,269,523 | $736.7M | 9.2% | −522,262−9.0% | Reduced | History |
| WENWendy's Co | Stock | 25,333,339 | $549.2M | 6.8% | −1,297,290−4.9% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 7,997,848 | $465.3M | 5.8% | −640,237−7.4% | Reduced | History |
| GEGeneral Electric Co | Stock | 4,025,628 | $414.8M | 5.2% | 00.0% | UnchangedConverted for a 1-for-8 split | History |