Trian Fund Management
SuperinvestorTrian Fund Management, L.P.
- SEC CIK
- 0001345471
- Manager
- Nelson Peltz
- Style
- Activist
- Latest filing
- Aug 12, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 10
- 0 vs. Q4 2024
- Portfolio value
- $3.74B
- −$144.8M (−3.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JHGJanus Henderson Group Ltd. | ORD SHS | 31,867,800 | $1.15B | 30.8% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 4,030,213 | $806.6M | 21.6% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 8,462,819 | $643.5M | 17.2% | 00.0% | Unchanged | History |
| WENWendy's Co | Stock | 30,423,683 | $445.1M | 11.9% | −101,346−0.3% | Reduced | History |
| IVZInvesco Ltd. | Stock | 23,173,442 | $351.5M | 9.4% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 1,008,765 | $161.6M | 4.3% | −228,509−18.5% | Reduced | History |
| UHAL.BU-Haul Holding Co | COM SER N | 1,124,700 | $66.6M | 1.8% | 00.0% | Unchanged | History |
| Allstate Corp200021014 | Equity | 317,650 | $65.8M | 1.8% | +10,928+3.6% | Added | – |
| UHALU-Haul Holding Co | COM | 652,000 | $42.6M | 1.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,029 | $325.2K | <0.1% | 00.0% | Unchanged | History |