Trian Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| JHGJanus Henderson Group PLC | 30.84% | 31,867,800 | $1.2B | held | — | 14 q |
| GEGE Aerospace | 21.59% | 4,030,213 | $807M | held | — | 15 q |
| SOLVSolventum Corporation | 17.23% | 8,462,819 | $644M | held | — | 4 q |
| WENThe Wendy's Company | 11.91% | 30,423,683 | $445M | trimmed−0% | −0.91 pp | 48 q |
| IVZInvesco LTD | 9.41% | 23,173,442 | $352M | held | — | 20 q |
| FERGFerguson Enterprises Inc. | 4.33% | 1,008,765 | $162M | trimmed−18% | −1.20 pp | 17 q |
| UHAL.BU-Haul Holding Company | 1.78% | 1,124,700 | $67M | held | — | 4 q |
| unresolvedThe Allstate Corporation | 1.76% | 317,650 | $66M | added+4% | +0.24 pp | 7 q |
| UHALU-Haul Holding Company | 1.14% | 652,000 | $43M | held | — | 4 q |
| GEHCGE HealthCare Technologies Inc. | 0.01% | 4,029 | $325,181 | held | — | 9 q |
