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CIK: 0001345471
Total reported value
$4.2B
$4.2B
8 檔
89.4%
The Q1 2026 SEC filing reveals that Trian Fund Management, L.p. held a total portfolio value of $4.2B, covering 8 public equity positions.
In Q1 2026, Trian Fund Management, L.p. displayed an active expansion posture, initiating 1 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | Stock-Financials | 42.41% | -10.88% | — | |
| 2 | GE | General Electric | Stock-Industrials | 29.63% | +5.98% | — | |
| 3 | SOLV | Solventum CORP | Stock-Healthcare | 13.93% | +1.08% | — | |
| 4 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 6.57% | -0.48% | — | |
| 5 | WEN | Wendy's Co/the | Stock-Consumer Disc | 5.48% | +0.49% | +0.02% | |
| 6 | IVZ | Invesco Ltd. | Stock-Financials | 1.87% | -0.86% | — | |
| 7 | MICC | The Magnum Ice Cream Company N. | Stock-Consumer Staples | 0.09% | +0.01% | — | |
| 8 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.01% | +4.66% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | +4.4% | — | Unchanged |
| 2 | FERG | Ferguson Enterprises Inc. | +0.5% | — | Unchanged |
| 3 | GEHC | GE Healthcare Technology | — | — | Unchanged |
| 4 | IVZ | Invesco Ltd. | -0.1% | — | Unchanged |
| 5 | WEN | Wendy's Co/the | -0.9% | +0.02% | Add |
| 6 | GE | General Electric | -1.5% | — | Unchanged |
| 7 | SOLV | Solventum CORP | -2.4% | — | Unchanged |
| 8 | MICC | The Magnum Ice Cream Company N. | — | NEW | New buy |
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 8 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including JHG, GE, SOLV) accounted for 89.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
MICC
市值: $3.6M
During Q1 2026, Trian Fund Management, L.p.'s top holdings by market value included JHG (42.4%)、GE (29.6%)、SOLV (13.9%). The largest single position, JHG, represented 42.4% of total portfolio value.
In Q1 2026, Trian Fund Management, L.p. made 2 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 0 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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