Investor
TRIAN FUND MANAGEMENT, L.P.
CIK 0001345471 · filed 2026-05-15 · SEC filing
13F book
$3.86B
Positions
8
1 new · 0 sold
Largest name
42.4%
Janus Henderson Group Plc
Est. mark
−$127.9M
Price effect on 7 names still held. Flow $3.64M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Janus Henderson Group Plc | — | 31.9M | $1.64B | 42.4% | $121.1M | Held |
| Ge Aerospace | — | 4.03M | $1.14B | 29.6% | −$97.8M | Held |
| Solventum Corp | SOLV | 8.24M | $537.9M | 13.9% | −$114.8M | Held |
| Ferguson Plc New | — | 1.09M | $253.4M | 6.6% | $11.5M | Held |
| Wendys Co | — | 30.4M | $211.6M | 5.5% | −$42M | Added−$42M |
| Invesco Ltd. | IVZ | 2.97M | $72.2M | 1.9% | −$5.88M | Held |
| Magnum Ice Cream Co Nv | — | 241K | $3.6M | 0.1% | — | New |
| Ge Healthcare Technologies I | — | 4.04K | $287.9K | 0.0% | −$43.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.