TRIAN FUND MANAGEMENT, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.8T
Holdings
10
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JHGJanus Henderson Group plc | 31,867,800 | $1.2T | 32.64% | |
| 2 | GEGE Aerospace | 4,030,213 | $1.0T | 27.36% | |
| 3 | SOLVSolventum Corporation | 8,462,819 | $641.8B | 16.93% | |
| 4 | WENWendys Co. | 30,434,794 | $347.6B | 9.17% | |
| 5 | FERGFerguson Plc New | 1,086,357 | $236.6B | 6.24% | |
| 6 | IVZInvesco Ltd. | 14,628,455 | $230.7B | 6.08% | |
| 7 | UHALU-Haul Holding Company | 353,335 | $21.4B | 0.56% | |
| 8 | ALLThe Allstate Corporation | 99,955 | $20.1B | 0.53% | |
| 9 | UHAL/BU-Haul Holding Company - B | 338,031 | $18.4B | 0.48% | |
| 10 | GEHCGE HealthCare Technologies Inc. | 4,029 | $298.4M | 0.01% |