TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q4 2021
Top Holdings9 positions
| 11.4M | $2B | 27.1% | — | — | 4 qtrssince 2021-Q1 | Decreased 0 | |
<![CDATA[JANUS HENDERSON GROUP PLC]]> | 28.3M | $1.2B | 15.9% | — | — | 1 qtr | New 100 |
INVESCO LTD | 45.5M | $1.2B | 15.9% | $10.54 | +77.93% | 7 qtrssince 2020-Q2 | Increased 78 |
SYSCO CORP | 12.9M | $1B | 13.5% | $64.86 | +5.96% | 10 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 20M | $1B | 13.5% | $35.08 | +5.62% | 7 qtrssince 2020-Q2 | Unchanged 0 |
WENDYS CO | 25.3M | $604.2M | 8.1% | $15.21 | +24.13% | 10 qtrssince 2019-Q3 | Unchanged 0 |
GE AEROSPACE | 4M | $380.3M | 5.1% | $62.63 | -8.23% | 2 qtrssince 2021-Q3 | Increased 63 |
PROCTER & GAMBLE CO | 237,384 | $38.8M | 0.5% | $103.43 | +39.04% | 10 qtrssince 2019-Q3 | Decreased 0 |
MONDELEZ INTL INC | 450,184 | $29.9M | 0.4% | $46.24 | +25.93% | 10 qtrssince 2019-Q3 | Decreased 0 |
TRIAN FUND MANAGEMENT, L.P. manages $7.5B across 9 positions as of Q4 2021. Top holdings: FERGL (27.1%), JHG (15.9%), IVZ (15.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Added 1 new position, exited 1, increased 2, trimmed 4. Top move: JHG (NEW, conviction 100). Portfolio: $7.5B across 9 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