TRIAN FUND MANAGEMENT, L.P.: 13F holdings
CIK 13454712026Q2
| Positions | 8 |
|---|
| Reported value | $4.2bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 8 (+0 vs prior quarter) |
|---|
| Reported value | $4.2bn (+9.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GE GE Aerospace | 4,030,765 | $1.5bn | 35.6% |
| JHG Janus Henderson Group plc | 25,654,382 | $1.3bn | 31.5% |
| SOLV Solventum Corporation | 8,236,753 | $635.5m | 15.0% |
| Ferguson Plc New | 1,086,357 | $257.8m | 6.1% |
| WEN Wendys Co. | 30,468,434 | $252.6m | 6.0% |
| GEHC GE HealthCare Technologies Inc. | 3,085,344 | $197.5m | 4.7% |
| Invesco Ltd. | 1,625,472 | $42.9m | 1.0% |
| Magnum Ice Cream Co NV | 241,042 | $4.2m | 0.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1345471")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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