Trian Fund Management, L.P.
Nelson Peltz · As of Q4 2024 · filed Feb 14, 2025
| Janus Henderson Group plc | 34.9% | Held | 31,867,800 | $1.36B |
| GE GENERAL ELECTRIC | 17.3% | Held | 4,030,213 | $672.2M |
| SOLV SOLVENTUM CORP | 14.4% | Added +18.8% | 8,462,819 | $559.1M |
| WEN WENDY'S CO | 12.8% | Added +0.0% | 30,525,029 | $497.6M |
| IVZ INVESCO LTD | 10.4% | Held | 23,173,442 | $405.1M |
| FERG1GBX FERGUSON PLC | 5.5% | Reduced −2.6% | 1,237,274 | $214.8M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 1.9% | Added +7.2% | 1,124,700 | $72.0M |
| The Allstate Corporation | 1.5% | Reduced −50.0% | 306,722 | $59.1M |
| UHAL U-HAUL HOLDING CO | 1.2% | Added +45.0% | 652,000 | $45.0M |
| GEHC GE HEALTHCARE TECHNOLOGY | 0.0% | Held | 4,029 | $315K |
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.