TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q3 2024
Top Holdings10 positions
<![CDATA[JANUS HENDERSON GROUP PLC]]> | 31.9M | $1.2B | 31.2% | — | — | 12 qtrssince 2021-Q4 | Unchanged 0 |
GE AEROSPACE | 4M | $760M | 19.5% | — | — | 13 qtrssince 2021-Q3 | Unchanged 0 |
WENDYS CO | 30.5M | $534.6M | 13.7% | $15.95 | -2.32% | 21 qtrssince 2019-Q3 | Decreased 0 |
SOLVENTUM CORP | 7.1M | $496.8M | 12.8% | $57.05 | +22.20% | 2 qtrssince 2024-Q2 | Increased 81 |
INVESCO LTD | 23.2M | $406.9M | 10.5% | $11.92 | +36.35% | 18 qtrssince 2020-Q2 | Decreased 0 |
| 1.3M | $252.3M | 6.5% | — | — | 15 qtrssince 2021-Q1 | Decreased 0 | |
| 613,447 | $116.3M | 3.0% | — | — | — | — | |
U HAUL HOLDING COMPANY | 1M | $75.5M | 1.9% | $61.12 | +16.92% | 2 qtrssince 2024-Q2 | Increased 57 |
U-HAUL HOLDING CO | 449,595 | $34.8M | 0.9% | $63.83 | +21.39% | 2 qtrssince 2024-Q2 | Increased 50 |
GE HEALTHCARE TECHNOLOGIES I | 4,029 | $378,122 | 0.0% | $81.50 | +14.68% | 7 qtrssince 2023-Q1 | Decreased 0 |
TRIAN FUND MANAGEMENT, L.P. manages $3.9B across 10 positions as of Q3 2024. Top holdings: JHG (31.2%), GE (19.5%), WEN (13.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Exited 2, increased 3, trimmed 5. Top move: SOLV (INCREASED, conviction 81). Portfolio: $3.9B across 10 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
Verify source filings on SEC EDGAR