Trian Fund Management, L.P.
Nelson Peltz · As of Q1 2025 · filed May 15, 2025
| Janus Henderson Group plc | 30.8% | Held | 31,867,800 | $1.15B |
| GE GENERAL ELECTRIC | 21.6% | Held | 4,030,213 | $806.6M |
| SOLV SOLVENTUM CORP | 17.2% | Held | 8,462,819 | $643.5M |
| WEN WENDY'S CO | 11.9% | Reduced −0.3% | 30,423,683 | $445.1M |
| IVZ INVESCO LTD | 9.4% | Held | 23,173,442 | $351.5M |
| FERG1GBX FERGUSON PLC | 4.3% | Reduced −18.5% | 1,008,765 | $161.6M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 1.8% | Held | 1,124,700 | $66.6M |
| The Allstate Corporation | 1.8% | Added +3.6% | 317,650 | $65.8M |
| UHAL U-HAUL HOLDING CO | 1.1% | Held | 652,000 | $42.6M |
| GEHC GE HEALTHCARE TECHNOLOGY | 0.0% | Held | 4,029 | $325K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.