Trian Fund Management, L.P.
Nelson Peltz · As of Q3 2025 · filed Nov 14, 2025
| Janus Henderson Group plc | 34.5% | Held | 31,867,800 | $1.42B |
| GE GENERAL ELECTRIC | 29.5% | Held | 4,030,213 | $1.21B |
| SOLV SOLVENTUM CORP | 15.0% | Held | 8,462,819 | $617.8M |
| IVZ INVESCO LTD | 8.2% | Held | 14,628,455 | $335.6M |
| WEN WENDY'S CO | 6.8% | Added +0.0% | 30,437,023 | $278.8M |
| FERG1GBX FERGUSON PLC | 5.9% | Held | 1,086,357 | $244.0M |
| GEHC GE HEALTHCARE TECHNOLOGY | 0.0% | Held | 4,029 | $303K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| UHAL U-HAUL HOLDING CO | 353,335 | $21.4M |
| The Allstate Corporation | 99,955 | $20.1M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 338,031 | $18.4M |
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.