Trian Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- held
- added−2.38
Positions
| JHGJanus Henderson Group PLC | 34.53% | 31,867,800 | $1.4B | held | — | 16 q |
| GEGE Aerospace | 29.52% | 4,030,213 | $1.2B | held | — | 17 q |
| SOLVSolventum Corporation | 15.04% | 8,462,819 | $618M | held | — | 6 q |
| IVZInvesco LTD | 8.17% | 14,628,455 | $336M | held | — | 22 q |
| WENThe Wendy's Company | 6.79% | 30,437,023 | $279M | added0% | −2.38 pp | 50 q |
| FERGFerguson Enterprises Inc. | 5.94% | 1,086,357 | $244M | held | — | 19 q |
| GEHCGE HealthCare Technologies Inc. | 0.01% | 4,029 | $302,578 | held | — | 11 q |
| UHALU-Haul Holding Company | — | −353,335 | — | exited | −0.56 pp | — |
| unresolvedThe Allstate Corporation | — | −99,955 | — | exited | −0.53 pp | — |
| UHAL.BU-Haul Holding Company | — | −338,031 | — | exited | −0.48 pp | — |