Trian Fund Management 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Trian Fund Management disclosed 10 US equity positions worth $3.9bn in its Q4 2024 13F filing. The largest position was Janus Henderson Group plc at 35.0% of the reported book, followed by GE and SOLV. Against the Q3 2024 filing, it opened 0 new positions, added to 3 and reduced 2 among the top 10 holdings.
What did Trian Fund Management own in Q4 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group plc | 35.0% | $1.4bn | 31,867,800 | 0% | held | |
| 2 | GE General Electric Co. | Industrials | 17.4% | $672.2m | 4,030,213 | 0% | held |
| 3 | SOLV Solventum Corporation | Healthcare | 14.4% | $559.1m | 8,462,819 | 19% | added |
| 4 | WEN Wendys Co. | Consumer Cyclical | 12.6% | $487.2m | 30,525,029 | 0% | held |
| 5 | IVZ Invesco Ltd. | Financial Services | 10.5% | $405.1m | 23,173,442 | 0% | held |
| 6 | Ferguson Plc New | 5.5% | $214.8m | 1,237,274 | -3% | reduced | |
| 7 | U-Haul Holding Company - B | 1.9% | $72.0m | 1,124,700 | 7% | added | |
| 8 | The Allstate Corporation | 1.5% | $59.1m | 306,722 | -50% | reduced | |
| 9 | UHAL U-Haul Holding Company | Industrials | 1.2% | $45.0m | 652,000 | 45% | added |
| 10 | GEHC GE HealthCare Technologies Inc. | Healthcare | 0.0% | $315.0k | 4,029 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.