Trian Fund Management, L.P.
Nelson Peltz · As of Q2 2025 · filed Aug 14, 2025
| Janus Henderson Group plc | 32.6% | Held | 31,867,800 | $1.24B |
| GE GENERAL ELECTRIC | 27.4% | Held | 4,030,213 | $1.04B |
| SOLV SOLVENTUM CORP | 16.9% | Held | 8,462,819 | $641.8M |
| WEN WENDY'S CO | 9.2% | Added +0.0% | 30,434,794 | $347.6M |
| FERG1GBX FERGUSON PLC | 6.2% | Added +7.7% | 1,086,357 | $236.6M |
| IVZ INVESCO LTD | 6.1% | Reduced −36.9% | 14,628,455 | $230.7M |
| UHAL U-HAUL HOLDING CO | 0.6% | Reduced −45.8% | 353,335 | $21.4M |
| The Allstate Corporation | 0.5% | Reduced −68.5% | 99,955 | $20.1M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 0.5% | Reduced −69.9% | 338,031 | $18.4M |
| GEHC GE HEALTHCARE TECHNOLOGY | 0.0% | Held | 4,029 | $298K |
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.