TRIAN FUND MANAGEMENT, L.P.
Activist investor pushing operational change at large consumer and industrial names.
13F Reported Value
ⓘ$4.2B
Holdings
8
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
TRIAN FUND MANAGEMENT, L.P. disclosed 8 positions worth $4.2B in its Form 13F-HR for Q2 2026, led by $GE (GENERAL ELECTRIC CO) at 35.6% of the equity portfolio, followed by $JHG and $SOLV. The portfolio is most concentrated in Technology (35.6% of disclosed assets). All figures are sourced directly from TRIAN FUND MANAGEMENT, L.P.’s Form 13F-HR filing with the SEC under CIK 1345471.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.8#127
Quality
$1.5B4,030,765 sh - —
Quality
$1.3B25,654,382 sh - 55.2#1,264
Quality
$635.5M8,236,753 sh - 52.2
Quality
$257.8M1,086,357 sh - 51.7
Quality
$252.6M30,468,434 sh - 55.7
Quality
$197.5M3,085,344 sh - —
Quality
$42.9M1,625,472 sh - —
Quality
$4.2M241,042 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 GENERAL ELECTRIC CO$GE | 73.8#127 | $1.5B | 4,030,765 |
 Janus Henderson Group Ltd.$JHG | — | $1.3B | 25,654,382 |
 Solventum Corp$SOLV | 55.2#1,264 | $635.5M | 8,236,753 |
 Ferguson Enterprises Inc. /DE/$FERG | 52.2 | $257.8M | 1,086,357 |
 Wendy's Co$WEN | 51.7 | $252.6M | 30,468,434 |
 GE HealthCare Technologies Inc.$GEHC | 55.7 | $197.5M | 3,085,344 |
 Invesco Ltd.$IVZ | — | $42.9M | 1,625,472 |
 Magnum Ice Cream Co N.V.$MICC | — | $4.2M | 241,042 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TRIAN FUND MANAGEMENT, L.P.'s 8 positions.
Showing top 8 of 8 holdings.
Sector Allocation
Technology
$1.5B
Financials
$1.4B
Healthcare
$833.0M
Consumer Discretionary
$510.4M
Consumer Staples
$4.2M
Full Holdings — TRIAN FUND MANAGEMENT, L.P. (Q2 2026)
All 8 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GE | GENERAL ELECTRIC CO | $1.5B | 35.6% | +0% | 73.8 |
| 2 | $JHG | Janus Henderson Group Ltd. | $1.3B | 31.5% | -19% | — |
| 3 | $SOLV | Solventum Corp | $635.5M | 15.0% | +0% | 55.2 |
| 4 | $FERG | Ferguson Enterprises Inc. /DE/ | $257.8M | 6.1% | +0% | 52.2 |
| 5 | $WEN | Wendy's Co | $252.6M | 6.0% | +0% | 51.7 |
| 6 | $GEHC | GE HealthCare Technologies Inc. | $197.5M | 4.7% | NEW | 55.7 |
| 7 | $IVZ | Invesco Ltd. | $42.9M | 1.0% | -45% | — |
| 8 | $MICC | Magnum Ice Cream Co N.V. | $4.2M | 0.1% | +0% | — |
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AI-Powered Hedge Fund Analysis: TRIAN FUND MANAGEMENT, L.P.
13F Pro is an AI hedge fund tracker and stock research platform. For TRIAN FUND MANAGEMENT, L.P. (SEC CIK: 1345471), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in TRIAN FUND MANAGEMENT, L.P.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.