TRIAN FUND MANAGEMENT, L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$3.7T
Holdings
10
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JHGJanus Henderson Group plc | 31,867,800 | $1.2T | 30.84% | |
| 2 | GEGE Aerospace | 4,030,213 | $806.6B | 21.59% | |
| 3 | SOLVSolventum Corporation | 8,462,819 | $643.5B | 17.23% | |
| 4 | WENWendys Co. | 30,423,683 | $445.1B | 11.91% | |
| 5 | IVZInvesco Ltd. | 23,173,442 | $351.5B | 9.41% | |
| 6 | FERGFerguson Plc New | 1,008,765 | $161.6B | 4.33% | |
| 7 | UHAL/BU-Haul Holding Company - B | 1,124,700 | $66.6B | 1.78% | |
| 8 | ALLThe Allstate Corporation | 317,650 | $65.8B | 1.76% | |
| 9 | UHALU-Haul Holding Company | 652,000 | $42.6B | 1.14% | |
| 10 | GEHCGE HealthCare Technologies Inc. | 4,029 | $325.2M | 0.01% |