13F HOLDINGS REPORT
TRIAN FUND MANAGEMENT, L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001345471-25-000018
Total Value
$3.74B
Positions
11
Other Managers
3
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group plc | JHG | 31,867,800 | $1.15B | 30.84% |
| 2 | GE Aerospace | 369604301 | 4,030,213 | $806.6M | 21.59% |
| 3 | Solventum Corporation | SOLV | 8,462,819 | $643.5M | 17.23% |
| 4 | Invesco Ltd. | IVZ | 23,173,442 | $351.5M | 9.41% |
| 5 | Wendys Co. | 95058W100 | 15,480,217 | $226.5M | 6.06% |
| 6 | Wendys Co. | 95058W100 | 14,943,466 | $218.6M | 5.85% |
| 7 | Ferguson Plc New | G3421J106 | 1,008,765 | $161.6M | 4.33% |
| 8 | U-Haul Holding Company - B | UHAL-B | 1,124,700 | $66.6M | 1.78% |
| 9 | The Allstate Corporation | 200021014 | 317,650 | $65.8M | 1.76% |
| 10 | U-Haul Holding Company | UHAL-B | 652,000 | $42.6M | 1.14% |
| 11 | GE HealthCare Technologies Inc. | GEHC | 4,029 | $325,181 | 0.01% |