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NEW YORK, NY · CIK 0001345471
Portfolio Value
$3.89B
Positions
10
New
0
Increased
3
Decreased
5
Sold Out
2
TRIAN FUND MANAGEMENT, L.P. (NEW YORK, NY) reported a portfolio value of $3.89B across 10 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 100.0% of the portfolio.
Top 10 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | JHGJanus Henderson Group plc | $1.21B | 31.18% | - |
| 2 | GEGeneral Electric Co. | $760.02M | 19.53% | - |
| 3 | WENWendys Co. | $534.58M | 13.74% | -3.2% |
| 4 | SOLVSolventum Corporation | $496.84M | 12.77% | +32.9% |
| 5 | IVZInvesco Ltd. | $406.93M | 10.46% | -14.9% |
| 6 | Ferguson Plc New | $252.34M | 6.49% | -35.0% |
| 7 | The Allstate Corporation | $116.34M | 2.99% | -69.5% |
| 8 | UHAL/BU-Haul Holding Company - B | $75.53M | 1.94% | +15.4% |
| 9 | UHALU-Haul Holding Company | $34.83M | 0.90% | +15.4% |
| 10 | GEHCGE HealthCare Technologies Inc. | $378.12K | 0.01% | -99.7% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| SOLVSolventum Corporation | $496.84M | 7,126,255 | +32.9% |
| UHAL/BU-Haul Holding Company - B | $75.53M | 1,049,055 | +15.4% |
| UHALU-Haul Holding Company | $34.83M | 449,595 | +15.4% |
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