TRIAN FUND MANAGEMENT, L.P.

13F Portfolio Filings

Most recent 13F
Q2 2026
Also reports for
Based on Q2 2026 13F notices
13D/G filings
13D on 3 securities
Location
New York, NY
CIK
0001345471
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 8 4,230,905 GE, JHG, SOLV, FERG 13F-HR 8/12/2026 000134547126000035
Q1 2026 8 3,859,778 JHG, GE, SOLV, FERG 13F-HR 5/15/2026 000134547126000026
Q4 2025 7 3,984,030 JHG, GE, SOLV, WEN 13F-HR 2/17/2026 000134547126000015
Q3 2025 7 4,107,247 JHG, GE, SOLV, IVZ 13F-HR 11/14/2025 000134547125000051
Q2 2025 10 3,791,909 JHG, GE, SOLV, WEN 13F-HR 8/14/2025 000134547125000028
Q1 2025 10 3,735,730 JHG, GE, SOLV, WEN 13F-HR 5/15/2025 000134547125000018
Q4 2024 10 3,880,506 JHG, GE, SOLV, WEN 13F-HR 2/14/2025 000134547125000009
Q3 2024 10 3,891,003 JHG, GE, WEN, SOLV 13F-HR 11/13/2024 000134547124000040
Q2 2024 12 4,099,778 JHG, GE, WEN, IVZ 13F-HR 8/14/2024 000134547124000032
Q1 2024 9 8,021,489 DIS, JHG, GE, WEN 13F-HR 5/15/2024 000134547124000018
Q4 2023 9 7,006,739 DIS, JHG, FERG, WEN 13F-HR 2/14/2024 000134547124000011
Q3 2023 9 6,574,555 DIS, FERG, JHG, WEN 13F-HR 11/14/2023 000134547123000146
Q2 2023 8 3,880,748 JHG, FERG, DIS, IVZ RESTATEMENT 8/14/2023 000134547123000123
Q1 2023 8 3,751,552 JHG, FERG, DIS, IVZ 13F-HR 5/15/2023 000134547123000084
Q4 2022 8 4,873,776 FERG, IVZ, DIS, JHG RESTATEMENT 2/15/2023 000134547123000057
Q3 2022 8 3,797,745 FERG, IVZ, JHG, SYY 13F-HR 11/14/2022 000134547122000089
Q2 2022 8 4,549,962 FERG, IVZ, JHG, SYY 13F-HR 8/12/2022 000134547122000075
Q1 2022 8 5,972,718 FERG, IVZ, JHG, SYY 13F-HR 5/13/2022 000134547122000057
Q4 2021 9 7,459,236 FERG, JHG, IVZ, SYY 13F-HR 2/11/2022 000134547122000026
Q3 2021 9 8,043,706 FERG, CMCSA, SYY, Janus Henderson Group plc 13F-HR 11/12/2021 000134547121000059
Q2 2021 9 8,554,214 FERG, SYY, CMCSA, IVZ 13F-HR 8/13/2021 000134547121000043
Q1 2021 9 8,456,751 SYY, FERG, PG, CMCSA 13F-HR 5/14/2021 000134547121000025
Q4 2020 8 6,757,106 SYY, PG, CMCSA, MDLZ 13F-HR 2/12/2021 000134547121000007
Q3 2020 9 6,051,330 SYY, PG, CMCSA, MDLZ 13F-HR 11/16/2020 000134547120000067
Q2 2020 2 426,019 IVZ, JHG NEW HOLDINGS 10/2/2020 000134547120000054
Q2 2020 1 279,058 CMCSA NEW HOLDINGS 9/21/2020 000134547120000044
Q2 2020 7 4,824,165 SYY, PG, MDLZ, WEN 13F-HR 8/14/2020 000134547120000037
Q1 2020 8 6,939,048 PG, SYY, MDLZ, GE 13F-HR 5/15/2020 000134547120000027
Q4 2019 8 9,484,455 PG, SYY, MDLZ, GE 13F-HR 2/14/2020 000134547120000007
Q3 2019 8 9,579,912 PG, SYY, MDLZ, GE 13F-HR 11/14/2019 000134547119000052
Q2 2019 9 9,475,024 PG, SYY, MDLZ, GE 13F-HR 8/14/2019 000134547119000034
Q1 2019 8 9,343,399 PG, SYY, MDLZ, GE 13F-HR 5/15/2019 000134547119000026
Q4 2018 9 9,236,928 PG, SYY, BNY, MDLZ 13F-HR 2/14/2019 000134547119000009
Q3 2018 9 10,338,293 PG, SYY, BNY, MDLZ 13F-HR 11/14/2018 000134547118000074
Q2 2018 1 269,026 PPG NEW HOLDINGS 10/9/2018 000134547118000060
Q2 2018 8 10,034,729 PG, SYY, GE, BNY 13F-HR 8/14/2018 000134547118000046
Q1 2018 7 9,913,350 PG, SYY, PNR, GE 13F-HR 5/15/2018 000134547118000030
Q4 2017 7 11,820,094 PG, SYY, MDLZ, GE 13F-HR 2/14/2018 000134547118000010
Q3 2017 8 12,983,562 PG, SYY, MDLZ, GE 13F-HR 11/14/2017 000134547117000051
Q2 2017 8 13,267,227 PG, SYY, GE, MDLZ 13F-HR 8/11/2017 000134547117000041
Q1 2017 8 13,332,944 PG, SYY, GE, MDLZ 13F-HR 5/12/2017 000134547117000022
Q4 2016 8 11,094,100 SYY, GE, MDLZ, BNY 13F-HR 2/14/2017 000134547117000010
Q3 2016 7 10,235,799 SYY, GE, MDLZ, BNY 13F-HR 11/14/2016 000134547116000143
Q2 2016 7 10,497,015 GE, SYY, MDLZ, BNY 13F-HR 8/12/2016 000134547116000127
Q1 2016 9 10,384,557 GE, SYY, MDLZ, DD 13F-HR 5/13/2016 000134547116000115
Q4 2015 10 12,330,009 GE, MDLZ, PEP, SYY 13F-HR 2/16/2016 000134547116000099
Q3 2015 12 11,715,822 GE, MDLZ, PEP, SYY 13F-HR 11/13/2015 000134547115000088
Q2 2015 1 1,318,467 GE NEW HOLDINGS 10/5/2015 000134547115000077
Q2 2015 11 9,031,817 MDLZ, PEP, DD, BNY 13F-HR 8/14/2015 000134547115000069
Q1 2015 10 8,560,327 DD, PEP, MDLZ, BNY 13F-HR 5/15/2015 000134547115000031
Q4 2014 11 9,431,779 DD, PEP, MDLZ, BNY 13F-HR 1/8/2015 000134547115000006
Q3 2014 11 7,607,803 PEP, MDLZ, BNY, IR 13F-HR 11/13/2014 000134547114000062
Q2 2014 11 6,795,927 MDLZ, PEP, IR, BNY 13F-HR 8/14/2014 000134547114000050
Q1 2014 1 329,264 BNY NEW HOLDINGS 6/30/2014 000134547114000040
Q1 2014 11 5,767,603 MDLZ, PEP, IR, LM 13F-HR 5/15/2014 000134547114000038
Q4 2013 11 5,931,354 MDLZ, PEP, IR, WEN 13F-HR 2/14/2014 000134547114000023
Additional filings from Trian Fund Management, L.P. that have since been restated

13D and 13G Filings

All 13D and 13G filings

Each security where the latest filing since 12/18/2024 is a 13D, newest first.

Issuer % of Class Filed
The Wendy's Company 13D/A
WEN · 95058W100
 16.2% 10/28/2026
Event 10/28/2026
Janus Henderson Group plc 13D/A
JHG · G4474Y214
 13.0% 6/30/2026
Event 6/30/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (1)
Invesco Ltd 13D/A
IVZ · G491BT108
 4.6% 5/22/2025
Event 5/20/2025