TRIAN FUND MANAGEMENT, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Janus Henderson Group plc | 31,867,800 | 31,867,800 | 0 | 1,237,745,352 | 1,418,435,778 | 34.53% | +180,690,426 |
| GE Aerospace(GE) | 4,030,213 | 4,030,213 | 0 | 1,037,336,524 | 1,212,368,675 | 29.52% | +175,032,151 |
| Invesco Ltd.(IVZ) | 14,628,455 | 14,628,455 | 0 | 230,690,735 | 335,576,758 | 8.17% | +104,886,023 |
| Ferguson Plc New | 1,086,357 | 1,086,357 | 0 | 236,554,237 | 243,974,055 | 5.94% | +7,419,818 |
| GE HealthCare Technologies Inc.(GEHC) | 4,029 | 4,029 | 0 | 298,428 | 302,578 | 0.01% | +4,150 |
| U-Haul Holding Company - B | 338,031 | 0 | -338,031 | 18,378,745 | 0 | — | -18,378,745 |
| The Allstate Corporation | 99,955 | 0 | -99,955 | 20,121,941 | 0 | — | -20,121,941 |
| U-Haul Holding Company | 353,335 | 0 | -353,335 | 21,397,968 | 0 | — | -21,397,968 |
| Solventum Corporation(SOLV) | 8,462,819 | 8,462,819 | 0 | 641,820,193 | 617,785,787 | 15.04% | -24,034,406 |
| Wendys Co.(WEN) | 30,434,794 | 30,437,023 | +2,229 | 347,565,348 | 278,803,131 | 6.79% | -68,762,217 |