TRIAN FUND MANAGEMENT, L.P. Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$3.9T

Holdings

10

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (10 positions)

#StockSharesValue% PortfolioType
1
JHGJanus Henderson Group plc
31,867,800$1.4T34.93%
2
GEGeneral Electric Co.
4,030,213$672.2B17.32%
3
SOLVSolventum Corporation
8,462,819$559.1B14.41%
4
WENWendys Co.
30,525,029$497.6B12.82%
5
IVZInvesco Ltd.
23,173,442$405.1B10.44%
6
FERGFerguson Plc New
1,237,274$214.8B5.53%
7
UHAL/BU-Haul Holding Company - B
1,124,700$72.0B1.86%
8
ALLThe Allstate Corporation
306,722$59.1B1.52%
9
UHALU-Haul Holding Company
652,000$45.0B1.16%
10
GEHCGE HealthCare Technologies Inc.
4,029$315.0M0.01%