Trian Fund Management

Latest statistics and disclosures from Trian Fund Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are JHG, GE, SOLV, IVZ, WEN, and represent 94.05% of Trian Fund Management's stock portfolio.
  • Added to shares of these 1 stock: WEN.
  • Reduced shares in these 3 stocks: UHAL (-$21M), Allstate Corp Com Usd0.01 (-$20M), UHAL.B (-$18M).
  • Sold out of its positions in UHAL, UHAL.B, Allstate Corp Com Usd0.01.
  • Trian Fund Management was a net seller of stock by $-60M.
  • Trian Fund Management has $4.1B in assets under management (AUM), dropping by 8.32%.
  • Central Index Key (CIK): 0001345471

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Portfolio Holdings for Trian Fund Management

Trian Fund Management holds 7 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Janus Henderson Group Ord Shs (JHG) 34.5 $1.4B 32M 44.51
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GE Aerospace Com New (GE) 29.5 $1.2B 4.0M 300.82
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Solventum Corporation Com Shs (SOLV) 15.0 $618M 8.5M 73.00
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Invesco SHS (IVZ) 8.2 $336M 15M 22.94
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Wendy's/arby's Group (WEN) 6.8 $279M 30M 9.16
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Ferguson SHS 5.9 $244M 1.1M 224.58
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Ge Healthcare Technologies I (GEHC) 0.0 $303k 4.0k 75.10
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Past Filings by Trian Fund Management

SEC 13F filings are viewable for Trian Fund Management going back to 2011

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