Nelson Peltz - Trian Fund Management Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the Trian Fund Management portfolio holdings is valued at approximately $3.79B, featuring 10 publicly traded holdings. This in-depth profile highlights the top investments led by Janus Henderson Group plc (JHG), GE Aerospace (GE), Solventum Corporation (SOLV), Wendys Co. (WEN), Ferguson Plc New (FERG), and others based on the company's latest SEC filings reported on Aug 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Trian Fund Management’s stock portfolio spans 10 holdings across 4 different sectors, with a total market value of $3.79B. The Other sector represents the largest allocation, while the top holdings account for nearly 92% of the total portfolio value. Janus Henderson Group plc remains single largest position at 32.6% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
Trian Fund Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| JHG Janus Henderson Group plc | 32.64% | $1,237,745,352 |
| GE GE Aerospace | 27.36% | $1,037,336,524 |
| SOLV Solventum Corporation | 16.93% | $641,820,193 |
| WEN Wendys Co. | 9.17% | $347,565,348 |
| FERG Ferguson Plc New | 6.24% | $236,554,237 |
| IVZ Invesco Ltd. | 6.08% | $230,690,735 |
| UHAL U-Haul Holding Company | 0.56% | $21,397,968 |
| ALL The Allstate Corporation | 0.53% | $20,121,941 |
| UHAL-B U-Haul Holding Company - B | 0.48% | $18,378,745 |
| GEHC GE HealthCare Technologies Inc. | 0.01% | $298,428 |