Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 9
- 0 vs. Q3 2021
- Portfolio value
- $7.46B
- −$584.5M (−7.3%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FERGFerguson Enterprises Inc. | SHS | 11,391,981 | $2.02B | 27.1% | −1,336,950−10.5% | Reduced | History |
| JHGJanus Henderson Group Ltd. | ORD SHS | 28,272,648 | $1.19B | 15.9% | +28,272,648 | New | History |
| IVZInvesco Ltd. | Stock | 45,473,859 | $1.18B | 15.9% | +8,718,084+23.7% | Added | History |
| SYYSysco Corp | Stock | 12,853,962 | $1.01B | 13.5% | −528,664−4.0% | Reduced | History |
| CMCSAComcast Corp | Stock | 19,991,416 | $1.01B | 13.5% | 00.0% | Unchanged | History |
| WENWendy's Co | Stock | 25,333,339 | $604.2M | 8.1% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 4,026,113 | $380.3M | 5.1% | +4850.0% | Added | History |
| PGProcter & Gamble Co | Stock | 237,384 | $38.8M | 0.5% | −5,032,139−95.5% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 450,184 | $29.9M | 0.4% | −7,547,664−94.4% | Reduced | History |
Sold out since Q3 2021 (1)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| Janus Henderson Group PLCG4474Y904 | CALL | 23,702,312 | $979.6M | 12.2% | – |