Fund HoldingsTRIAN FUND MANAGEMENT, L.P.

Total Portfolio Value
$3.98B
Total Bought
$54.49M
Total Sold
$292.42M
Net Transaction
-$237.93M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Janus Henderson Group plc31,867,80031,867,80001,418,4361,515,95138.05%+97,515
Solventum Corporation(SOLV)8,462,8198,236,753-226,066617,786652,68016.38%+34,895
GE Aerospace(GE)4,030,2134,030,765+5521,212,3691,241,59731.16%+29,228
GE HealthCare Technologies Inc.(GEHC)4,0294,044+153033320.01%+29
Ferguson Plc New1,086,3571,086,3570243,974241,8566.07%-2,118
Wendys Co.(WEN)30,437,02330,440,318+3,295278,803253,5686.36%-25,235
Invesco Ltd.(IVZ)14,628,4552,970,944-11,657,511335,57778,0471.96%-257,530
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