Institutions / Trian Fund Management, L.P.

Trian Fund Management, L.P.

CIK 1345471 · Institution · as of Mar 31, 2026
Portfolio value
$3.86B
Positions
8
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$3.86B-3.1%
$3.98B$3.92B$3.86BQ4 '25Q1 '26

Positions

8+14.3%
887Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
Janus Henderson Group PLC$1.64B31,867,80042.4%
General Electric Co$1.14B4,030,76529.6%
Solventum Corp$537.86M8,236,75313.9%
Ferguson Plc New$253.40M1,086,3576.6%
Wendy's Co$211.60M30,446,0225.5%
Invesco Ltd.$72.16M2,970,9441.9%
Magnum Ice Cream Co NV$3.60M241,0420.1%
GE HealthCare Technologies Inc.$287.9K4,0440.0%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewN5505D105$3.60M+241K
241,042
0.09% of portfolio
low
Q1 2026
as of
AddWendy's Co$39.6K+6K
+0.02%
30,446,022
5.48% of portfolio
low