Loading...
Loading...
NEW YORK, NY · CIK 0001345471
New positions
4
Added to
1
Trimmed
4
Exited
1
TRIAN FUND MANAGEMENT, L.P. (NEW YORK, NY) reported a portfolio value of $4.10B across 12 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 99.1% of the portfolio.
Top 12 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | JHGJanus Henderson Group plc | $1.07B | 26.20% | - |
| 2 | GEGeneral Electric Co. | $640.68M | 15.63% | - |
| 3 | WENWendys Co. | $534.37M | 13.03% | +0.1% |
| 4 | IVZInvesco Ltd. | $407.27M | 9.93% | -19.8% |
| 5 | Ferguson Plc New | $378.37M | 9.23% | -21.6% |
| 6 | The Allstate Corporation | $321.48M | 7.84% | -10.0% |
| 7 | SOLVSolventum Corporation | $283.47M | 6.91% | New |
| 8 | DISThe Walt Disney Company | $262.68M | 6.41% | -91.8% |
| 9 | GEHCGE HealthCare Technologies Inc. | $104.63M | 2.55% | - |
| 10 | UHAL/BU-Haul Holding Company - B | $54.58M | 1.33% | New |
| Stock | Value | Shares |
|---|---|---|
| SOLVSolventum Corporation | $283.47M | 5,360,579 |
| UHAL/BU-Haul Holding Company - B | $54.58M | 909,300 |
| UHALU-Haul Holding Company | $24.06M | 389,700 |
| RTORentokil Initial plc | $13.94M | 470,000 |
One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.