TRIAN FUND MANAGEMENT, L.P. — 13F Holdings

2026 Q1  ·  8 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, TRIAN FUND MANAGEMENT, L.P. maintained a portfolio of 8 distinct positions. The fund also reduced its exposure to Ferguson Plc New by 77.8%.
Position History hover any row below to update
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TRIAN FUND MANAGEMENT, L.P. New York, NY Hedge Fund AUM $3,860M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q1
Top Holding
JHG (42.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
JHG
Janus Henderson...
Financial Services 42.41% 38.05% #1
Prev: #1
7.0
—
no change no change
P
S
31,867,800 $1,637,048,886 2021 Q4 13F Filing 2026-03-31 2026-05-15
GE
GE Aerospace
Industrials 29.63% 31.16% #2
Prev: #2
6.5
—
no change no change
P
S
4,030,765 $1,143,810,184 2015 Q3 13F Filing 2026-03-31 2026-05-15
SOLV
Solventum Corpo...
Healthcare 13.93% 16.38% #3
Prev: #3
6.0
—
no change no change
P
S
8,236,753 $537,859,971 2024 Q2 13F Filing 2026-03-31 2026-05-15
N/A
Ferguson Plc Ne...
Unknown 6.57% 6.07% #4 1
Prev: #5
4.1
—
no change no change
P
S
1,086,357 $253,403,634 — 13F Filing 2026-03-31 2026-05-15
WEN
Wendys Co.
Consumer Cyclical 5.48% 6.36% #5 1
Prev: #4
3.2
—
5,704 0.0%
P
S
30,446,022 $211,599,853 2011 Q3 13F Filing 2026-03-31 2026-05-15
IVZ
Invesco Ltd.
Financial Services 1.87% 1.96% #6
Prev: #6
1.7
—
no change no change
P
S
2,970,944 $72,164,230 2020 Q3 13F Filing 2026-03-31 2026-05-15
N/A
Magnum Ice Crea...
Unknown 0.09% — #7
Prev: #—
3.5
—
241,042 —
NEW
 241,042 $3,603,578 — 13F Filing 2026-03-31 2026-05-15
GEHC
GE HealthCare T...
Healthcare 0.01% 0.01% #8 1
Prev: #7
1.0
—
no change no change
P
S
4,044 $287,852 2023 Q1 13F Filing 2026-03-31 2026-05-15
Showing 1-8 of 8 holdings

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