TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q2 2022
Top Holdings8 positions
| 12.8M | $1.4B | 31.2% | — | — | 6 qtrssince 2021-Q1 | Increased 73 | |
Invesco LTD | 55.8M | $899.4M | 19.8% | $11.92 | +12.25% | 9 qtrssince 2020-Q2 | Increased 67 |
JANUS HENDERSON GROUP PLC | 31.9M | $749.2M | 16.5% | $33.84 | -41.61% | 3 qtrssince 2021-Q4 | Unchanged 0 |
Sysco Corp | 8.8M | $744.9M | 16.4% | $64.86 | +16.26% | 12 qtrssince 2019-Q3 | Decreased 0 |
Wendys Co | 25.3M | $478.3M | 10.5% | $15.21 | -0.51% | 12 qtrssince 2019-Q3 | Unchanged 0 |
General Electric Company | 4M | $256.4M | 5.6% | $62.62 | -38.02% | 4 qtrssince 2021-Q3 | Increased 63 |
Mondelez Intl Inc Cl A | 16,239 | $1M | 0.0% | $46.24 | +19.24% | 12 qtrssince 2019-Q3 | Decreased 0 |
Procter & Gamble Co | 5,457 | $785,000 | 0.0% | $104.11 | +23.57% | 12 qtrssince 2019-Q3 | Unchanged 0 |
TRIAN FUND MANAGEMENT, L.P. manages $4.5B across 8 positions as of Q2 2022. Top holdings: FERGL (31.2%), IVZ (19.8%), JHG (16.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Increased 3, trimmed 2. Top move: FERGL (INCREASED, conviction 73). Portfolio: $4.5B across 8 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
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