Fund · 13F archive
Trian Fund Management, L.P. — 2026 Q1 holdings
Period end
Filed
Portfolio value
$3.86B
Positions
8
We track
1
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | ORD SHS | $1.64B | 31.9M | 42.4% | HOLD |
| 2 | GEGE Aerospace★ | COM NEW | $1.14B | 4.0M | 29.6% | HOLD |
| 3 | Solventum Corporation | COM SHS | $537.9M | 8.2M | 13.9% | HOLD |
| 4 | Ferguson Plc New | SHS | $253.4M | 1.1M | 6.6% | HOLD |
| 5 | Wendys CO. | COM | $211.6M | 30.4M | 5.5% | ADD |
| 6 | Invesco LTD. | SHS | $72.2M | 3.0M | 1.9% | HOLD |
| 7 | Magnum Ice Cream Co Nv | ORD SHS | $3.6M | 241K | 0.1% | NEW |
| 8 | Ge Healthcare Technologies INC. | COM | $288K | 4K | 0.0% | HOLD |