TRIAN FUND MANAGEMENT, L.P.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,984,030
- Description
- New York New York based research oriented capital manager with an independent operating structure and a valuation conscious and methodical investment mandate. The approach emphasizes active stewardship and governance oversight, fundamental research depth, and valuation discipline and downside awareness for institutional and advisory mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through execution path consistency and exposure consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 7 | 3,984,030 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q3 2025 | 11/14/2025 | 7 | 4,107,247 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q2 2025 | 8/14/2025 | 10 | 3,791,909 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q1 2025 | 5/15/2025 | 10 | 3,735,730 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q4 2024 | 2/14/2025 | 10 | 3,880,506 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q3 2024 | 11/13/2024 | 10 | 3,891,003 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q2 2024 | 8/14/2024 | 12 | 4,099,778 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q1 2024 | 5/15/2024 | 9 | 8,021,489 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q4 2023 | 2/14/2024 | 9 | 7,006,739 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q3 2023 | 11/14/2023 | 9 | 6,574,555 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q2 2023 | 8/15/2023 | 8 | 3,880,748 | 13F-HR/A - RESTATEMENT | TRIAN FUND MANAGEMENT, L.P. |
| Q2 2023 | 8/14/2023 | 8 | 3,880,748 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q1 2023 | 5/15/2023 | 8 | 3,751,552 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q4 2022 | 2/15/2023 | 8 | 4,873,776 | 13F-HR/A - RESTATEMENT | TRIAN FUND MANAGEMENT, L.P. |
| Q4 2022 | 2/15/2023 | 8 | 4,874 | 13F-HR/A - RESTATEMENT | TRIAN FUND MANAGEMENT, L.P. |
| Q4 2022 | 2/14/2023 | 8 | 3,871,681 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q3 2022 | 11/14/2022 | 8 | 3,797,745 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q2 2022 | 8/12/2022 | 8 | 4,550 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q1 2022 | 5/13/2022 | 8 | 5,973 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q4 2021 | 2/11/2022 | 9 | 7,459 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q3 2021 | 11/12/2021 | 9 | 8,044 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q2 2021 | 8/13/2021 | 9 | 8,554 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q1 2021 | 5/14/2021 | 9 | 8,457 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q4 2020 | 2/12/2021 | 8 | 6,757 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q3 2020 | 11/16/2020 | 9 | 6,051 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q2 2020 | 10/2/2020 | 2 | 426,019 | 13F-HR/A - NEW HOLDINGS | TRIAN FUND MANAGEMENT, L.P. |
| Q2 2020 | 9/21/2020 | 1 | 279,058 | 13F-HR/A - NEW HOLDINGS | TRIAN FUND MANAGEMENT, L.P. |
| Q2 2020 | 8/14/2020 | 7 | 4,824 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q1 2020 | 5/15/2020 | 8 | 6,939 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q4 2019 | 2/14/2020 | 8 | 9,484 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q1 2014 | 6/30/2014 | 1 | 329,264 | 13F-HR/A - NEW HOLDINGS | TRIAN FUND MANAGEMENT, L.P. |
| Q1 2014 | 5/15/2014 | 11 | 5,767,603 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
| Q4 2013 | 2/14/2014 | 11 | 5,931,354 | 13F-HR | TRIAN FUND MANAGEMENT, L.P. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.984 M | 100.0% | 0 | 123.2 K | -123.2 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
3,984,030
Holdings
7
QoQ value change ($000)
-123,217
(-3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.