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, Ferguson Plc F, WEN, and represent 98.03% of Trian Fund Management's stock portfolio.
  • Added to shares of these 2 stocks: MICC, WEN.
  • Started 1 new stock position in MICC.
  • Trian Fund Management was a net buyer of stock by $3.6M.
  • Trian Fund Management has $3.9B in assets under management (AUM), dropping by -3.12%.
  • Central Index Key (CIK): 0001345471

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Portfolio Holdings for Trian Fund Management

Trian Fund Management holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Janus Henderson Group Ord Shs (JHG) 42.4 $1.6B 32M 51.37
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GE Aerospace Com New (GE) 29.6 $1.1B 4.0M 283.77
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Solventum Corporation Com Shs (SOLV) 13.9 $538M 8.2M 65.30
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Ferguson SHS 6.6 $253M 1.1M 233.26
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Wendy's/arby's Group (WEN) 5.5 $212M 30M 6.95
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Invesco SHS (IVZ) 1.9 $72M 3.0M 24.29
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Magnum Ice Cream Co NV Ord Shs (MICC) 0.1 $3.6M NEW 241k 14.95
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Ge Healthcare Technologies I (GEHC) 0.0 $288k 4.0k 71.18
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Past Filings by Trian Fund Management

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

View all past filings