Trian Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| JHGJanus Henderson Group PLC | 42.41% | 31,867,800 | $1.6B | held | — | 18 q |
| GEGE Aerospace | 29.63% | 4,030,765 | $1.1B | held | — | 19 q |
| SOLVSolventum Corporation | 13.93% | 8,236,753 | $538M | held | — | 8 q |
| FERGFerguson Enterprises Inc. | 6.57% | 1,086,357 | $253M | held | — | 21 q |
| WENThe Wendy's Company | 5.48% | 30,446,022 | $212M | added0% | −0.88 pp | 52 q |
| IVZInvesco LTD | 1.87% | 2,970,944 | $72M | held | — | 24 q |
| MICCThe Magnum Ice Cream Company N.V. | 0.09% | 241,042 | $4M | new | +0.09 pp | new |
| GEHCGE HealthCare Technologies Inc. | 0.01% | 4,044 | $287,852 | held | — | 13 q |
