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Investment fund · Form 13F

Trian Fund

As of 30 Jun 2026 · filed 12 Aug 2026, 43 days later · TRIAN FUND MANAGEMENT, L.P. · SEC EDGAR ↗

Reported value$4.2BUS-listed shares, without options
Positions8spread like 3.9 equal ones
Largest ten100%of the reported value
Since 31 Mar 20260 · 1 · 2 · 0new · added to · reduced · no longer reported

By sector

Industrials 35.6%
Health care 19.7%
Consumer discretionary 6.0%
Financials 1.0%
Consumer staples 0.1%
Not classified 37.6%
Sectors come from each company's SEC industry code, grouped as on the sector pages. Companies not yet in this site's catalogue show as not classified.

Every reported position

Largest first, with its share of the reported value and how the number of shares compares with the quarter before. Share counts are adjusted for any split between the two dates.

CompanyShare of totalValueSharesSince 31 Mar 2026
GE General Electric Co COM NEW 35.6% $1.5B 4.0M Unchanged
JHG Janus Henderson Group Plc ORD SHS 31.5% $1.3B 25.7M Reduced
SOLV Solventum Corp COM SHS 15.0% $635.5M 8.2M Unchanged
Ferguson Plc New 6.1% $257.8M 1.1M Unchanged
WEN Wendy's Co 6.0% $252.6M 30.5M Unchanged
GEHC GE HealthCare Technologies Inc. 4.7% $197.5M 3.1M Added to
IVZ Invesco Ltd. 1.0% $42.9M 1.6M Reduced
MICC Magnum Ice Cream Co N.V. ORD SHS 0.1% $4.2M 241,042 Unchanged
What a 13F leaves out. It is filed up to 45 days after the quarter ends, so it shows positions that may already have changed. It lists only long positions in US-listed shares and some options: no short positions, no cash, no bonds, no shares listed elsewhere, and nothing about when or why anything was bought or sold. It describes part of a fund at one date — not what the fund is doing, and not a reason to do anything.