TRTRIAN FUND MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q4 2024
Top Holdings10 positions
<![CDATA[JANUS HENDERSON GROUP PLC]]> | 31.9M | $1.4B | 34.9% | — | — | 13 qtrssince 2021-Q4 | Unchanged 0 |
GE AEROSPACE | 4M | $672.2M | 17.3% | — | — | 14 qtrssince 2021-Q3 | Unchanged 0 |
SOLVENTUM CORP | 8.5M | $559.1M | 14.4% | $58.48 | +12.97% | 3 qtrssince 2024-Q2 | Increased 75 |
WENDYS CO | 30.5M | $497.6M | 12.8% | $15.95 | -7.86% | 22 qtrssince 2019-Q3 | Increased 64 |
INVESCO LTD | 23.2M | $405.1M | 10.4% | $11.92 | +37.32% | 19 qtrssince 2020-Q2 | Unchanged 0 |
| 1.2M | $214.8M | 5.5% | — | — | 16 qtrssince 2021-Q1 | Decreased 0 | |
U HAUL HOLDING COMPANY | 1.1M | $72M | 1.9% | $61.29 | +3.81% | 3 qtrssince 2024-Q2 | Increased 53 |
| 306,722 | $59.1M | 1.5% | — | — | — | — | |
U-HAUL HOLDING CO | 652,000 | $45M | 1.2% | $65.46 | +5.54% | 3 qtrssince 2024-Q2 | Increased 65 |
GE HEALTHCARE TECHNOLOGIES I | 4,029 | $314,987 | 0.0% | $81.50 | -4.44% | 8 qtrssince 2023-Q1 | Unchanged 0 |
TRIAN FUND MANAGEMENT, L.P. manages $3.9B across 10 positions as of Q4 2024. Top holdings: JHG (34.9%), GE (17.3%), SOLV (14.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Increased 4, trimmed 2. Top move: SOLV (INCREASED, conviction 75). 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
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
Verify source filings on SEC EDGAR