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NEW YORK, NY · CIK 0001345471
New positions
0
Added to
4
Trimmed
2
Exited
0
TRIAN FUND MANAGEMENT, L.P. (NEW YORK, NY) reported a portfolio value of $3.88B across 10 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). 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 | $1.36B | 34.93% | - |
| 2 | GEGeneral Electric Co. | $672.20M | 17.32% | - |
| 3 | SOLVSolventum Corporation | $559.05M | 14.41% | +18.8% |
| 4 | WENWendys Co. | $497.56M | 12.82% | +0.0% |
| 5 | IVZInvesco Ltd. | $405.07M | 10.44% | - |
| 6 | Ferguson Plc New | $214.75M | 5.53% | -2.6% |
| 7 | UHAL/BU-Haul Holding Company - B | $72.04M | 1.86% | +7.2% |
| 8 | The Allstate Corporation | $59.13M | 1.52% | -50.0% |
| 9 | UHALU-Haul Holding Company | $45.05M | 1.16% | +45.0% |
| 10 | GEHCGE HealthCare Technologies Inc. | $314.99K | 0.01% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| SOLVSolventum Corporation | $559.05M | 8,462,819 | +18.8% |
| WENWendys Co. | $497.56M | 30,525,029 | +0.0% |
| UHAL/BU-Haul Holding Company - B | $72.04M | 1,124,700 | +7.2% |
| UHALU-Haul Holding Company | $45.05M | 652,000 | +45.0% |
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