Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 8
- −1 vs. Q4 2021
- Portfolio value
- $5.97B
- −$1.49B (−19.9%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FERGFerguson Enterprises Inc. | SHS | 11,402,731 | $1.56B | 26.1% | +10,750+0.1% | Added | History |
| IVZInvesco Ltd. | Stock | 54,034,034 | $1.40B | 23.5% | +8,560,175+18.8% | Added | History |
| JHGJanus Henderson Group Ltd. | ORD SHS | 31,867,800 | $1.12B | 18.7% | +3,595,152+12.7% | Added | History |
| SYYSysco Corp | Stock | 11,503,829 | $939.3M | 15.7% | −1,350,133−10.5% | Reduced | History |
| WENWendy's Co | Stock | 25,333,339 | $556.6M | 9.3% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 4,026,121 | $368.4M | 6.2% | +80.0% | Added | History |
| MDLZMondelez International, Inc. | Stock | 450,267 | $28.3M | 0.5% | +830.0% | Added | History |
| PGProcter & Gamble Co | Stock | 5,457 | $893.0K | <0.1% | −231,927−97.7% | Reduced | History |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.