TRIAN FUND MANAGEMENT, L.P.
Q4 2025 13F-HR Holdings
Net value change ($000)
-123,217
(-3.0%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q3 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| JANUS HENDERSON GROUP PLC | 97,515 | 6.9% |
| SOLV | 34,894 | 5.6% |
| GE | 29,228 | 2.4% |
| GEHC | 29 | 9.6% |
Top Reduces (Value $000, Stocks/ETFs)
| IVZ | -257,530 | -76.7% |
| WEN | -25,235 | -9.1% |
| Ferguson (Jersey) Ltd | -2,118 | -0.9% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|