TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q1 2022
Top Holdings8 positions
| 11.4M | $1.6B | 26.1% | — | — | 5 qtrssince 2021-Q1 | Increased 65 | |
INVESCO LTD | 54M | $1.4B | 23.5% | $11.87 | +59.47% | 8 qtrssince 2020-Q2 | Increased 76 |
<![CDATA[JANUS HENDERSON GROUP PLC]]> | 31.9M | $1.1B | 18.7% | — | — | 2 qtrssince 2021-Q4 | Increased 73 |
SYSCO CORP | 11.5M | $939.3M | 15.7% | $64.86 | +11.42% | 11 qtrssince 2019-Q3 | Decreased 0 |
WENDYS CO | 25.3M | $556.6M | 9.3% | $15.21 | +15.00% | 11 qtrssince 2019-Q3 | Unchanged 0 |
GE AEROSPACE | 4M | $368.4M | 6.2% | $62.63 | -11.03% | 3 qtrssince 2021-Q3 | Increased 63 |
MONDELEZ INTL INC | 450,267 | $28.3M | 0.5% | $46.24 | +19.88% | 11 qtrssince 2019-Q3 | Increased 37 |
PROCTER & GAMBLE CO | 5,457 | $893,000 | 0.0% | $104.11 | +30.58% | 11 qtrssince 2019-Q3 | Decreased 0 |
TRIAN FUND MANAGEMENT, L.P. manages $6B across 8 positions as of Q1 2022. Top holdings: FERGL (26.1%), IVZ (23.5%), JHG (18.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Exited 1, increased 5, trimmed 2. Top move: IVZ (INCREASED, conviction 76). Portfolio: $6.0B across 8 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR