TRIAN FUND MANAGEMENT, L.P. Portfolio Holdings
Q3 2025•7 long positions•$4.1B portfolio value
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Holding9 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Asset Management Financial Services | $1.4B 34.53% | — | 20.43% 31.9M shares | — | — | $6.9B Mid Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $1.2B 29.52% | — | 0.38% 4.0M shares | — | — | $319.00B Mega Cap | Q2 2015 Held for 10y 5m | |
Medical - Care Facilities Healthcare | $617.8M 15.04% | — | 4.88% 8.5M shares | — | — | $12.7B Large Cap | Q2 2024 Held for 1y 5m | |
Asset Management Financial Services | $335.6M 8.17% | — | 3.28% 14.6M shares | — | — | $10.2B Large Cap | Q2 2020 Held for 5y 5m | |
Restaurants Consumer Cyclical | $278.8M 6.79% | +$20.4K Bought | 15.97% 30.4M shares | 30.4M → 30.4M +$20.4K | +0.01% | $1.7B Small Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Distribution Industrials | $244.0M 5.94% | — | 0.541% 1.1M shares | — | — | $45.1B Large Cap | Q1 2021 Held for 4y 8m | |
Medical - Healthcare Information Services Healthcare | $302.6K 0.007% | — | 0.001% 4.0K shares | — | — | $34.3B Large Cap | Q1 2023 Held for 2y 8m | |
Rental & Leasing Services Industrials | - — | -$18.4M Sold | — - shares | 338.0K → 0 −$18.4M | Sold | $11.7B Large Cap | Q2 2024 Held for 1y 5m | |
Rental & Leasing Services Industrials | - — | -$21.4M Sold | — - shares | 353.3K → 0 −$21.4M | Sold | $11.5B Large Cap | Q2 2024 Held for 1y 5m |
