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TRIAN FUND MANAGEMENT, L.P.

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13F filer, CIK 1345471, NEW YORK, NY

TRIAN FUND MANAGEMENT, L.P. reported $3,859,778,188 across 8 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001345471-26-000026

Period
2026-03-31
Reported value
$3.86B
Holdings
8
Top 10 weight
100%
New
1
Sold out
0

Part of the filer group TRIAN FUND MANAGEMENT, L.P.

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MICCnew+241,042$3.6M
WENadded+5,704$39.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001345471-26-000026, largest first. % of portfolio is the value over $3,859,778,188, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,867,800 shares; 2024Q4: 31,867,800 shares; 2025Q1: 31,867,800 shares; 2025Q2: 31,867,800 shares; 2025Q3: 31,867,800 shares; 2025Q4: 31,867,800 shares; 2026Q1: 31,867,800 shares 31,867,800$1.64B42.41%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,030,213 shares; 2024Q4: 4,030,213 shares; 2025Q1: 4,030,213 shares; 2025Q2: 4,030,213 shares; 2025Q3: 4,030,213 shares; 2025Q4: 4,030,765 shares; 2026Q1: 4,030,765 shares 4,030,765$1.14B29.63%0Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,126,255 shares; 2024Q4: 8,462,819 shares; 2025Q1: 8,462,819 shares; 2025Q2: 8,462,819 shares; 2025Q3: 8,462,819 shares; 2025Q4: 8,236,753 shares; 2026Q1: 8,236,753 shares 8,236,753$538M13.93%0Timeline
FERGUSON PLCFERGUSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270,810 shares; 2024Q4: 1,237,274 shares; 2025Q1: 1,008,765 shares; 2025Q2: 1,086,357 shares; 2025Q3: 1,086,357 shares; 2025Q4: 1,086,357 shares; 2026Q1: 1,086,357 shares 1,086,357$253M6.57%0
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,512,595 shares; 2024Q4: 30,525,029 shares; 2025Q1: 30,423,683 shares; 2025Q2: 30,434,794 shares; 2025Q3: 30,437,023 shares; 2025Q4: 30,440,318 shares; 2026Q1: 30,446,022 shares 30,446,022$212M5.48%+5,704Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,173,442 shares; 2024Q4: 23,173,442 shares; 2025Q1: 23,173,442 shares; 2025Q2: 14,628,455 shares; 2025Q3: 14,628,455 shares; 2025Q4: 2,970,944 shares; 2026Q1: 2,970,944 shares 2,970,944$72.2M1.87%0Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241,042 shares 241,042$3.6M0.09%newTimeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 4,029 shares; 2025Q1: 4,029 shares; 2025Q2: 4,029 shares; 2025Q3: 4,029 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares 4,044$288K0.01%0Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001345471-26-000026 base2026-05-15acceptance time not in the bulk data set