test

Nelson Peltz / Peter W. May

@Trian Fund Management, L.p.

Latest period2024 - Q3ReportedManaged Assets$3.891BTotal holdings10
Assets growth rate-5.09%Assets growth rate (2-Q avg)-26.99%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Trian Fund Management, L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 10 positions.

Assets under management

The assets under management (AUM) of Trian Fund Management, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.891B in assets, with a quarterly growth rate of -5.09% and a 2-quarter average growth rate of -26.99%. The portfolio is managed by Nelson Peltz, Peter W. May, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WENWendys Co.
Recent Activity
Decreased -3.15%
13.74%
$534.581M
30.513M shares@ $17.52 avg price
IVZInvesco Ltd.
Recent Activity
Decreased -14.87%
10.46%
$406.926M
23.173M shares@ $17.57 avg price
FERGFerguson Plc New
Recent Activity
Decreased -34.95%
6.49%
$252.345M
1.271M shares@ $198.58 avg price
2000⤦The Allstate Corporation
Recent Activity
Decreased -69.53%
2.99%
$116.34M
613,447 shares@ $189.66 avg price
GEHCGe Healthcare Technologies Inc.
Recent Activity
Decreased -99.69%
0.01%
$378,122
4,029 shares@ $93.86 avg price