TRIAN FUND MANAGEMENT, L.P. Q3 2025 13F Holdings & Portfolio | SmartMoneyDB

TRIAN FUND MANAGEMENT, L.P.

NEW YORK, NY · CIK 0001345471

Portfolio Value: $4.11B

Positions: 7

Period: 2025-09-30

Filed: 2025-11-14

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Portfolio Value

$4.11B

Positions

New

Increased

Decreased

Sold Out

TRIAN FUND MANAGEMENT, L.P. Q3 2025 13F Filing Summary

TRIAN FUND MANAGEMENT, L.P. (NEW YORK, NY) reported a portfolio value of $4.11B across 7 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: JHG$1.42B·GE$1.21B·SOLV$617.79M·IVZ$335.58M·WEN$278.80M

1 increased3 exits

Holdings Heatmap

JHG34.5% · $1.42B GE29.5% · $1.21B SOLV15.0% · $617.79M IVZ8.2%WEN6.8%+0.0%G3421J5.9%

GEHC0.0% · $302.58K

Top 7 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds1

Exits3

U-Haul Holding Company

Sold

UHAL/B

U-Haul Holding Company - B

Sold

200021

The Allstate Corporation

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	JHGJanus Henderson Group plc	$1.42B	31,867,800	34.53%	-
2	GEGE Aerospace	$1.21B	4,030,213	29.52%	-
3	SOLVSolventum Corporation	$617.79M	8,462,819	15.04%	-
4	IVZInvesco Ltd.	$335.58M	14,628,455	8.17%	-
5	WENWendys Co.	$278.80M	30,437,023	6.79%	+0.0%
6	Ferguson Plc New	$243.97M	1,086,357	5.94%	-
7	GEHCGE HealthCare Technologies Inc.	$302.58K	4,029	0.01%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
WENWendys Co.	$278.80M	30,437,023	+2.2K	+0.0%

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