Trian Fund Management 13F Portfolio Q3 2025

Trian Fund Management, L.P. (CIK: 0001345471) is a financial institution headquartered at 280 Park Avenue, 41St Floor, New York, New York 10017. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $4,107,246,762, comprising 7 distinct securities. Over its filing history, it has submitted 58 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q3 2025

1. WEN The Wendy's Company

+$20,417.64

Top Sells

Q3 2025

1. UHAL U-Haul Holding Company

−$21.4 M

2. ALL The Allstate Corporation

−$20.12 M

3. UHAL.B U-Haul Holding Company

−$18.38 M

Stocks/ETFs

+8.32%

$4.11 B 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Janus Henderson Group plc JHG	31.87 M	$1.42 B	34.53%
General Electric Company GE	4.03 M	$1.21 B	29.52%
Solventum Corporation SOLV	8.46 M	$617.79 M	15.04%
Invesco Ltd. IVZ	14.63 M	$335.58 M	8.17%
The Wendy's Company WEN	30.44 M	$278.8 M	6.79%	▲ 2,229	Add 0.0%
Ferguson Enterprises Inc. FERG	1.09 M	$243.97 M	5.94%
GE HealthCare Technologies Inc. GEHC	4,029	$302,578	0.01%

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Trian Fund Management, L.P.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Trian Fund Management, L.P. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 50 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Trian Fund Management, L.P. Quarterly 13F Statistics

Discover detailed insights into Trian Fund Management, L.P.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Trian Fund Management, L.P.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Trian Fund Management, L.P.. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Trian Fund Management, L.P. 13F Filings, Portfolio & Analysis

Trian Fund Management, L.P. — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2025)

Historical Portfolio Charts

Trian Fund Management, L.P.'s Portfolio

Trian Fund Management, L.P. Quarterly 13F Statistics

Trian Fund Management, L.P.'s All 13F Filings