TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q2 2023
Top Holdings8 positions
JANUS HENDERSON GROUP PLC | 31.9M | $868.4M | 22.4% | $33.84 | -28.05% | 7 qtrssince 2021-Q4 | Unchanged 0 |
| 5.5M | $864.4M | 22.3% | — | — | 10 qtrssince 2021-Q1 | Decreased 0 | |
Disney Walt Co Disney | 6.4M | $573.6M | 14.8% | $84.42 | +2.54% | 3 qtrssince 2022-Q4 | Increased 69 |
Invesco LTD | 33.9M | $570.5M | 14.7% | $11.92 | +22.23% | 13 qtrssince 2020-Q2 | Unchanged 0 |
Wendys Co | 20.7M | $450.9M | 11.6% | $15.21 | +18.65% | 16 qtrssince 2019-Q3 | Decreased 0 |
General Electric Company | 4M | $442.6M | 11.4% | $62.62 | +37.44% | 8 qtrssince 2021-Q3 | Unchanged 0 |
GE Healthcare Technologies Inc | 1.3M | $109.1M | 2.8% | $81.54 | -0.93% | 2 qtrssince 2023-Q1 | Unchanged 0 |
Mondelez Intl Inc Cl A | 16,530 | $1.2M | 0.0% | $46.53 | +36.37% | 16 qtrssince 2019-Q3 | Unchanged 0 |
TRIAN FUND MANAGEMENT, L.P. manages $3.9B across 8 positions as of Q2 2023. Top holdings: JHG (22.4%), FERGL (22.3%), DIS (14.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Increased 1, trimmed 2. Top move: DIS (INCREASED, conviction 69). Portfolio: $3.9B 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
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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
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