Form 13F manager
TRIAN FUND MANAGEMENT, L.P.
Latest quarter 2026-06-30 · filed 2026-08-12 · reported total $4,231M · filing combined
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Combined report.
Positions
| Row | Issuer | Class | Put/call | Value | % of total | SH/PRN qty |
|---|---|---|---|---|---|---|
| 1 | GE Aerospace | COM NEW | — | $1,506M | 35.6% | SH 4,030,765 |
| 2 | Janus Henderson Group plc | ORD SHS | — | $1,334M | 31.5% | SH 25,654,382 |
| 3 | SOLV · Solventum Corporation | COM SHS | — | $635M | 15.0% | SH 8,236,753 |
| 4 | Ferguson Plc New | SHS | — | $258M | 6.1% | SH 1,086,357 |
| 5 | Wendys Co. | COM | — | $253M | 6.0% | SH 30,468,434 |
| 6 | GEHC · GE HealthCare Technologies Inc. | COM | — | $197M | 4.7% | SH 3,085,344 |
| 7 | IVZ · Invesco Ltd. | SHS | — | $43M | 1.0% | SH 1,625,472 |
| 8 | Magnum Ice Cream Co NV | ORD SHS | — | $4.2M | <0.1% | SH 241,042 |
Filed rows (9) — as filed
The filer reports some securities in multiple rows; rows are shown as filed.
| Row | Issuer | Class | Put/call | Value | % of total | SH/PRN qty | Source |
|---|---|---|---|---|---|---|---|
| 1 | GE Aerospace | COM NEW | — | $1,506M | 35.6% | SH 4,030,765 | 0001345471-26-000035 |
| 2 | Janus Henderson Group plc | ORD SHS | — | $1,334M | 31.5% | SH 25,654,382 | 0001345471-26-000035 |
| 3 | Solventum Corporation | COM SHS | — | $635M | 15.0% | SH 8,236,753 | 0001345471-26-000035 |
| 4 | Ferguson Plc New | SHS | — | $258M | 6.1% | SH 1,086,357 | 0001345471-26-000035 |
| 5 | GE HealthCare Technologies Inc. | COM | — | $197M | 4.7% | SH 3,085,344 | 0001345471-26-000035 |
| 6 | Wendys Co. | COM | — | $129M | 3.0% | SH 15,524,968 | 0001345471-26-000035 |
| 7 | Wendys Co. | COM | — | $124M | 2.9% | SH 14,943,466 | 0001345471-26-000035 |
| 8 | Invesco Ltd. | SHS | — | $43M | 1.0% | SH 1,625,472 | 0001345471-26-000035 |
| 9 | Magnum Ice Cream Co NV | ORD SHS | — | $4.2M | <0.1% | SH 241,042 | 0001345471-26-000035 |
Changes from 2026-03-31 (rows of a security combined)
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
0 new · ▲ 2 up · ▼ 2 down · 0 exited · 4 unchanged — by reported quantity, largest value change first
| Row | Change | Issuer | Class | Put/call | Value change | Qty change |
|---|---|---|---|---|---|---|
| 1 | ▼ down | Janus Henderson Group plc | ORD SHS | — | −$303M | SH −6,213,418 (−19.5%) |
| 2 | ▲ up | GE HealthCare Technologies Inc. | COM | — | +$197M | SH +3,081,300 (+76194.4%) |
| 3 | ▲ up | Wendys Co. | COM | — | +$41M | SH +22,412 (+0.1%) |
| 4 | ▼ down | Invesco Ltd. | SHS | — | −$29M | SH −1,345,472 (−45.3%) |
Changes appear only where the prior quarter's validated report exists.