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Trian Fund Management
Trian Fund Management’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$4.23B
reported long US equity
Positions
8
US-listed holdings
New this quarter
0
0 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | GEGE Aerospace | $1.51B | 35.6% | 4.0M | — |
| 2 | Janus Henderson Group plc | $1.33B | 31.5% | 25.7M | Reduced |
| 3 | SOLVSolventum Corporation | $635.5M | 15.0% | 8.2M | — |
| 4 | Ferguson Plc New | $257.8M | 6.1% | 1.1M | — |
| 5 | WENWendys Co. | $252.6M | 6.0% | 30.5M | Added |
| 6 | GEHCGE HealthCare Technologies Inc. | $197.5M | 4.7% | 3.1M | Added |
| 7 | Invesco Ltd. | $42.9M | 1.0% | 1.6M | Reduced |
| 8 | Magnum Ice Cream Co NV | $4.2M | 0.1% | 241.0K | — |
Do they hold anything you hold?
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From Trian Fund Management’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.