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CIK: 0001345471
Total reported value
$4.2B
$4.2B
10 檔
82.7%
During the Q2 2025 filing period, Trian Fund Management, L.p. (CIK: 0001345471) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.2B across 10 reported positions.
In Q2 2025, Trian Fund Management, L.p. adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | Stock-Financials | 32.64% | -10.88% | — | |
| 2 | GE | General Electric | Stock-Industrials | 27.36% | +5.98% | — | |
| 3 | SOLV | Solventum CORP | Stock-Healthcare | 16.93% | +1.08% | — | |
| 4 | WEN | Wendy's Co/the | Stock-Consumer Disc | 9.17% | +0.49% | +0.04% | |
| 5 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 6.24% | -0.48% | +7.69% | |
| 6 | IVZ | Invesco Ltd. | Stock-Financials | 6.08% | -0.86% | -36.87% | |
| 7 | UHAL | U-haul Holding Co | Stock-Other | 0.56% | — | -45.81% | |
| 8 | ALL | The Allstate Corporation | Stock-Financials | 0.53% | — | -68.53% | |
| 9 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 0.48% | — | -69.94% | |
| 10 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.01% | +4.66% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +5.8% | — | Unchanged |
| 2 | FERG | Ferguson Enterprises Inc. | +1.9% | +7.69% | Add |
| 3 | JHG | Janus Henderson Group plc | +1.8% | — | Unchanged |
| 4 | GEHC | GE Healthcare Technology | — | — | Unchanged |
| 5 | SOLV | Solventum CORP | -0.3% | — | Unchanged |
| 6 | UHAL | U-haul Holding Co | -0.6% | -45.81% | Trim |
| 7 | ALL | The Allstate Corporation | -1.2% | -68.53% | Trim |
| 8 | UHAL-B | U-haul Holding Co-non Voting | -1.3% | -69.94% | Trim |
| 9 | WEN | Wendy's Co/the | -2.7% | +0.04% | Add |
| 10 | IVZ | Invesco Ltd. | -3.3% | -36.87% | Trim |
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 Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JHG, GE, SOLV) accounted for 82.7% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
IVZ
前期市值: $351.5M
During Q2 2025, Trian Fund Management, L.p.'s top holdings by market value included JHG (32.6%)、GE (27.4%)、SOLV (16.9%). The largest single position, JHG, represented 32.6% of total portfolio value.
In Q2 2025, Trian Fund Management, L.p. made 6 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 4 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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