Trian Fund Management, L.P. Top Holdings and 13F Report (2024) About Trian Fund Management, L.P.Investment ActivityTrian Fund Management, L.P. has $3.89 billion in total holdings as of September 30, 2024.Trian Fund Management, L.P. owns shares of 10 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.54% of the portfolio was purchased this quarter.About 22.92% of the portfolio was sold this quarter.This quarter, Trian Fund Management, L.P. has purchased 12 new stocks and bought additional shares in 3 stocks.Trian Fund Management, L.P. sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Janus Henderson Group $1,213,207,146General Electric $760,017,568Wendy's $534,580,664Solventum Corporation $496,842,499Invesco $406,925,642 Largest Purchases this Quarter Solventum Corporation 1,765,676 shares (about $123.10M)U-Haul Holding Company - B 139,755 shares (about $10.06M)U-Haul 59,895 shares (about $4.64M) Largest Sales this Quarter The Allstate Corporation 1,400,061 shares (about $265.52M)Ferguson 683,053 shares (about $135.63M)GE HealthCare Technologies 1,338,804 shares (about $125.65M)Invesco 4,050,292 shares (about $71.12M)Wendy's 995,273 shares (about $17.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTrian Fund Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJHGJanus Henderson Group$1,213,207,1460.0%31,867,80031.2%FinanceGEGeneral Electric$760,017,5680.0%4,030,21319.5%TransportationWENWendy's$534,580,664$17,437,183 ▼-3.2%30,512,59513.7%Retail/WholesaleSolventum Corporation$496,842,499$123,102,931 ▲32.9%7,126,25512.8%COM SHSIVZInvesco$406,925,642$71,123,128 ▼-14.9%23,173,44210.5%FinanceFERGFerguson$252,344,742$135,633,834 ▼-35.0%1,270,8106.5%Industrial ProductsThe Allstate Corporation$116,340,224$265,521,570 ▼-69.5%613,4473.0%COMU-Haul Holding Company - B$75,531,960$10,062,360 ▲15.4%1,049,0551.9%COM SER NUHALU-Haul$34,834,621$4,640,665 ▲15.4%449,5950.9%TransportationGEHCGE HealthCare Technologies$378,122$125,646,872 ▼-99.7%4,0290.0%MedicalDISWalt Disney$0$262,679,936 ▼-100.0%00.0%Consumer DiscretionaryRTORentokil Initial$0$13,935,500 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
