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CIK: 0001345471
Total reported value
$4.2B
$4.2B
7 檔
92.3%
In Q4 2025, Trian Fund Management, L.p.'s U.S. equity holdings reached a combined market value of $4.2B, distributed across 7 disclosed stock positions.
In Q4 2025, Trian Fund Management, L.p. displayed an active expansion posture, initiating 0 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | Stock-Financials | 38.05% | -10.88% | — | |
| 2 | GE | General Electric | Stock-Industrials | 31.16% | +5.98% | +0.01% | |
| 3 | SOLV | Solventum CORP | Stock-Healthcare | 16.38% | +1.08% | -2.67% | |
| 4 | WEN | Wendy's Co/the | Stock-Consumer Disc | 6.36% | +0.49% | +0.01% | |
| 5 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 6.07% | -0.48% | — | |
| 6 | IVZ | Invesco Ltd. | Stock-Financials | 1.96% | -0.86% | -79.69% | |
| 7 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.01% | +4.66% | +0.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | +3.5% | — | Unchanged |
| 2 | GE | General Electric | +1.6% | +0.01% | Add |
| 3 | SOLV | Solventum CORP | +1.3% | -2.67% | Trim |
| 4 | FERG | Ferguson Enterprises Inc. | +0.1% | — | Unchanged |
| 5 | GEHC | GE Healthcare Technology | — | +0.37% | Add |
| 6 | WEN | Wendy's Co/the | -0.4% | +0.01% | Add |
| 7 | IVZ | Invesco Ltd. | -6.2% | -79.69% | 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 7 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JHG, GE, SOLV) accounted for 92.3% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
SOLV
前期市值: $617.8M
During Q4 2025, Trian Fund Management, L.p.'s top holdings by market value included JHG (38.0%)、GE (31.2%)、SOLV (16.4%). The largest single position, JHG, represented 38.0% of total portfolio value.
In Q4 2025, Trian Fund Management, L.p. made 5 total portfolio adjustments, initiating 0 new buys, adding to 3 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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