TRIAN FUND MANAGEMENT, L.P. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$4.0B
Holdings
7
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JHGJanus Henderson Group plc | 31,867,800 | $1.5B | 38.05% | |
| 2 | GEGE Aerospace | 4,030,765 | $1.2B | 31.16% | |
| 3 | SOLVSolventum Corporation | 8,236,753 | $652.7M | 16.38% | |
| 4 | WENWendys Co. | 30,440,318 | $253.6M | 6.36% | |
| 5 | FERGFerguson Plc New | 1,086,357 | $241.9M | 6.07% | |
| 6 | IVZInvesco Ltd. | 2,970,944 | $78.0M | 1.96% | |
| 7 | GEHCGE HealthCare Technologies Inc. | 4,044 | $331K | 0.01% |