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CIK: 0001345471
Total reported value
$4.2B
$4.2B
10 檔
80.6%
In Q3 2024, Trian Fund Management, L.p.'s U.S. equity holdings reached a combined market value of $4.2B, distributed across 10 disclosed stock positions.
In Q3 2024, Trian Fund Management, L.p. adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | Stock-Financials | 31.18% | -10.88% | — | |
| 2 | GE | General Electric | Stock-Industrials | 19.53% | +5.98% | — | |
| 3 | WEN | Wendy's Co/the | Stock-Consumer Disc | 13.74% | +0.49% | -3.16% | |
| 4 | SOLV | Solventum CORP | Stock-Healthcare | 12.77% | +1.08% | +32.94% | |
| 5 | IVZ | Invesco Ltd. | Stock-Financials | 10.46% | -0.86% | -14.88% | |
| 6 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 6.49% | -0.48% | -34.96% | |
| 7 | ALL | The Allstate Corporation | Stock-Financials | 2.99% | — | -69.53% | |
| 8 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 1.94% | — | +15.37% | |
| 9 | UHAL | U-haul Holding Co | Stock-Other | 0.90% | — | +15.37% | |
| 10 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.01% | +4.66% | -99.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SOLV | Solventum CORP | +5.9% | +32.94% | Add |
| 2 | JHG | Janus Henderson Group plc | +5% | — | Unchanged |
| 3 | GE | General Electric | +3.9% | — | Unchanged |
| 4 | WEN | Wendy's Co/the | +0.7% | -3.16% | Trim |
| 5 | UHAL-B | U-haul Holding Co-non Voting | +0.6% | +15.37% | Add |
| 6 | IVZ | Invesco Ltd. | +0.5% | -14.88% | Trim |
| 7 | UHAL | U-haul Holding Co | +0.3% | +15.37% | Add |
| 8 | RTO | Rentokil Initial Plc-sp Adr | -0.3% | EXIT | Sold out |
| 9 | GEHC | GE Healthcare Technology | -2.5% | -99.70% | Trim |
| 10 | FERG | Ferguson Enterprises Inc. | -2.7% | -34.96% | Trim |
| 11 | ALL | The Allstate Corporation | -4.9% | -69.53% | Trim |
| 12 | DIS | Walt Disney Co/the | -6.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Trian Fund Management, L.p. reported a total U.S. public equity portfolio value of $4.2B across 10 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JHG, GE, WEN) accounted for 80.6% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
DIS
前期市值: $262.7M
During Q3 2024, Trian Fund Management, L.p.'s top holdings by market value included JHG (31.2%)、GE (19.5%)、WEN (13.7%). The largest single position, JHG, represented 31.2% of total portfolio value.
In Q3 2024, Trian Fund Management, L.p. made 10 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 5 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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