TRIAN FUND MANAGEMENT, L.P.

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
8
Total value ($000)
$4,230,905
Net value change ($000)
+371,127 (9.6%)
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

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GE 362,608 31.7%
GEHC 197,205 68474.0%
SOLV 97,605 18.1%
WEN 40,983 19.4%
Ferguson (Jersey) Ltd 4,421 1.7%
MICC 593 16.5%
Top Reduces (Value $000, Stocks/ETFs)
JANUS HENDERSON GROUP PLC -303,021 -18.5%
IVZ -29,268 -40.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type