Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 8
- 0 vs. Q2 2022
- Portfolio value
- $3.80B
- −$752.2M (−16.5%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FERGFerguson Enterprises Inc. | SHS | 11,218,181 | $1.15B | 30.4% | −1,608,430−12.5% | Reduced | History |
| IVZInvesco Ltd. | Stock | 55,758,634 | $763.9M | 20.1% | 00.0% | Unchanged | History |
| JHGJanus Henderson Group Ltd. | ORD SHS | 31,867,800 | $647.2M | 17.0% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 7,177,540 | $507.5M | 13.4% | −1,615,617−18.4% | Reduced | History |
| WENWendy's Co | Stock | 25,333,339 | $473.5M | 12.5% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 4,027,274 | $249.3M | 6.6% | +6590.0% | Added | History |
| MDLZMondelez International, Inc. | Stock | 16,239 | $890.0K | <0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 5,589 | $706.0K | <0.1% | +132+2.4% | Added | History |