Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 10
- −2 vs. Q2 2024
- Portfolio value
- $3.89B
- −$208.8M (−5.1%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JHGJanus Henderson Group Ltd. | ORD SHS | 31,867,800 | $1.21B | 31.2% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 4,030,213 | $760.0M | 19.5% | 00.0% | Unchanged | History |
| WENWendy's Co | Stock | 30,512,595 | $534.6M | 13.7% | −995,273−3.2% | Reduced | History |
| SOLVSolventum Corp | Stock | 7,126,255 | $496.8M | 12.8% | +1,765,676+32.9% | Added | History |
| IVZInvesco Ltd. | Stock | 23,173,442 | $406.9M | 10.5% | −4,050,292−14.9% | Reduced | History |
| FERGFerguson Enterprises Inc. | SHS | 1,270,810 | $252.3M | 6.5% | −683,053−35.0% | Reduced | History |
| Allstate Corp200021014 | Equity | 613,447 | $116.3M | 3.0% | −1,400,061−69.5% | Reduced | – |
| UHAL.BU-Haul Holding Co | COM SER N | 1,049,055 | $75.5M | 1.9% | +139,755+15.4% | Added | History |
| UHALU-Haul Holding Co | COM | 449,595 | $34.8M | 0.9% | +59,895+15.4% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,029 | $378.1K | <0.1% | −1,338,804−99.7% | Reduced | History |
Sold out since Q2 2024 (2)
Positions held at the end of Q2 2024 that are gone from this filing.