Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 10
- 0 vs. Q3 2024
- Portfolio value
- $3.88B
- −$10.5M (−0.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JHGJanus Henderson Group Ltd. | ORD SHS | 31,867,800 | $1.36B | 34.9% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 4,030,213 | $672.2M | 17.3% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 8,462,819 | $559.1M | 14.4% | +1,336,564+18.8% | Added | History |
| WENWendy's Co | Stock | 30,525,029 | $497.6M | 12.8% | +12,4340.0% | Added | History |
| IVZInvesco Ltd. | Stock | 23,173,442 | $405.1M | 10.4% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 1,237,274 | $214.8M | 5.5% | −33,536−2.6% | Reduced | History |
| UHAL.BU-Haul Holding Co | COM SER N | 1,124,700 | $72.0M | 1.9% | +75,645+7.2% | Added | History |
| Allstate Corp200021014 | Equity | 306,722 | $59.1M | 1.5% | −306,725−50.0% | Reduced | – |
| UHALU-Haul Holding Co | COM | 652,000 | $45.0M | 1.2% | +202,405+45.0% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,029 | $315.0K | <0.1% | 00.0% | Unchanged | History |