Trian Fund Management portfolio
Investment firm, New York · 13F holdings for the quarter ended June 30, 2026
Filed with the SEC August 12, 2026 · Next filing due by November 14, 2026
Reported value
$4.2B
up from $3.9B in Q1 2026
Positions
8
8 last quarter
Top 10 holdings
100.0%
of the portfolio
This quarter
0 new · 0 sold
2 added to, 2 trimmed
What Trian Fund Management did in Q2 2026
Trian Fund Management raised its stake in GE HealthCare Technologies by 76194%. General Electric is now the largest holding, at 35.6% of the portfolio.
Biggest buys
- GE HealthCare Technologies GEHC+76194%
- Wendy's WEN+0.1%
Biggest sells
- Invesco IVZ−45%
- Janus Henderson Group JHG−19%
Top 8 holdings
Values as reported in the 13F, not today’s prices| # | Company | Share of portfolio | Reported value | Change vs Q1 2026 | Held since |
|---|---|---|---|---|---|
| 1 | General ElectricGE | 35.6% | $1.5B | No change | Q3 2024 or earlier |
| 2 | Janus Henderson GroupJHG | 31.5% | $1.3B | −19% | Q3 2024 or earlier |
| 3 | SolventumSOLV | 15.0% | $635.5M | No change | Q3 2024 or earlier |
| 4 | Ferguson | 6.1% | $257.8M | No change | Q3 2024 or earlier |
| 5 | Wendy'sWEN | 6.0% | $252.6M | +0.1% | Q3 2024 or earlier |
| 6 | GE HealthCare TechnologiesGEHC | 4.7% | $197.5M | +76194% | Q3 2024 or earlier |
| 7 | InvescoIVZ | 1.0% | $42.9M | −45% | Q3 2024 or earlier |
| 8 | Magnum Ice CreamMICC | 0.1% | $4.2M | No change | Q1 2026 |
Every quarter’s holdings going back years, and what changed in each.Request early access to see the full portfolio →
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About this data
- What is a 13F?
- A quarterly report to the SEC in which an investment manager with over $100 million in US-listed stocks lists what it holds.
- How current is it?
- Managers file up to 45 days after each quarter ends, so the holdings may have changed since.
- Whose figures are these?
- The values are as the manager reported them in the filing, not today's prices. The SEC lets a manager keep some positions confidential for a time, and those are not in the filing.
- What does it leave out?
- Short positions, cash, bonds and most holdings outside US markets. Options are left out here too.