Trian Fund Management

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

  • Top 5 stock holdings are DIS, JHG, FERG, WEN, IVZ, and represent 84.32% of Trian Fund Management's stock portfolio.
  • Added to shares of these 2 stocks: GE, GEHC.
  • Reduced shares in these 4 stocks: FERG (-$237M), Allstate Corp Com Usd0.01 (-$119M), DIS (-$48M), WEN (-$37M).
  • Trian Fund Management was a net seller of stock by $-440M.
  • Trian Fund Management has $7.0B in assets under management (AUM), dropping by 6.57%.
  • Central Index Key (CIK): 0001345471

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Portfolio Holdings for Trian Fund Management

Trian Fund Management holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Walt Disney Company (DIS) 41.7 $2.9B 32M 90.29
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Janus Henderson Group Ord Shs (JHG) 13.7 $961M 32M 30.15
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Ferguson SHS (FERG) 11.5 $809M -22% 4.2M 193.07
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Wendy's/arby's Group (WEN) 8.7 $613M -5% 32M 19.48
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Invesco SHS (IVZ) 8.6 $606M 34M 17.84
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General Electric Com New (GE) 7.3 $514M 4.0M 127.63
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Allstate Corp Com Usd0.01 5.6 $391M -23% 2.8M 139.98
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Ge Healthcare Technologies I (GEHC) 1.5 $104M 1.3M 77.32
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SYSCO Corporation (SYY) 1.3 $90M 1.2M 73.13
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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