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CIK: 0001345471
Total reported value
$4.2B
$4.2B
10 檔
82.5%
According to the latest 13F quarterly dataset, Trian Fund Management, L.p. managed an equity portfolio of $4.2B at the end of Q4 2024, spanning 10 distinct U.S. exchange-listed positions.
In Q4 2024, Trian Fund Management, L.p. displayed an active expansion posture, initiating 0 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | Stock-Financials | 34.93% | -10.88% | — | |
| 2 | GE | General Electric | Stock-Industrials | 17.32% | +5.98% | — | |
| 3 | SOLV | Solventum CORP | Stock-Healthcare | 14.41% | +1.08% | +18.76% | |
| 4 | WEN | Wendy's Co/the | Stock-Consumer Disc | 12.82% | +0.49% | +0.04% | |
| 5 | IVZ | Invesco Ltd. | Stock-Financials | 10.44% | -0.86% | — | |
| 6 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 5.53% | -0.48% | -2.64% | |
| 7 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 1.86% | — | +7.21% | |
| 8 | ALL | The Allstate Corporation | Stock-Financials | 1.52% | — | -50.00% | |
| 9 | UHAL | U-haul Holding Co | Stock-Other | 1.16% | — | +45.02% | |
| 10 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.01% | +4.66% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | +3.8% | — | Unchanged |
| 2 | SOLV | Solventum CORP | +1.6% | +18.76% | Add |
| 3 | UHAL | U-haul Holding Co | +0.3% | +45.02% | Add |
| 4 | GEHC | GE Healthcare Technology | — | — | Unchanged |
| 5 | IVZ | Invesco Ltd. | 0% | — | Unchanged |
| 6 | UHAL-B | U-haul Holding Co-non Voting | -0.1% | +7.21% | Add |
| 7 | WEN | Wendy's Co/the | -0.9% | +0.04% | Add |
| 8 | FERG | Ferguson Enterprises Inc. | -1% | -2.64% | Trim |
| 9 | ALL | The Allstate Corporation | -1.5% | -50.00% | Trim |
| 10 | GE | General Electric | -2.2% | — | Unchanged |
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 Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JHG, GE, SOLV) accounted for 82.5% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
FERG
前期市值: $252.3M
During Q4 2024, Trian Fund Management, L.p.'s top holdings by market value included JHG (34.9%)、GE (17.3%)、SOLV (14.4%). The largest single position, JHG, represented 34.9% of total portfolio value.
In Q4 2024, Trian Fund Management, L.p. made 6 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 2 holdings, and fully liquidating 0 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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