Asset Manager
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TRIAN FUND MANAGEMENT, L.P.
Market Value
$4.2B
+9.6%
Holdings
8
New Purchases
0
Added To
2
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $1.5B | 35.6% |
| Large Cap | 4 | $880M | 20.8% |
| Mid Cap | 1 | $1.3B | 31.5% |
| Small Cap | 2 | $510M | 12.1% |
Portfolio Analytics
Avg Market Cap
$50.0B
Median Market Cap
$12.1B
Avg P/E
22.7
Median P/E
14.6
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
8
# ETFs / Funds
0
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GE | 35.61% | 4,030,765 | $1.5B | $373.73 | $363M | — | — | |
| 2 | JHG | 31.53% | 25,654,382 | $1.3B | $52.00 | -$303M | -6,213,418 | -19.5% | |
| 3 | SOLV | 15.02% | 8,236,753 | $635M | $77.15 | $98M | — | — | |
| 4 | GSM | 6.09% | 1,086,357 | $258M | $237.33 | $4M | — | — | |
| 5 | WEN | 5.97% | 30,468,434 | $253M | $8.29 | $41M | +22,412 | +0.1% | |
| 6 | GEHC | 4.67% | 3,085,344 | $197M | $64.01 | $197M | +3,081,300 | +76194.4% | |
| 7 | IVZ | 1.01% | 1,625,472 | $43M | $26.39 | -$29M | -1,345,472 | -45.3% | |
| 8 | MICC | 0.10% | 241,042 | $4M | $17.41 | $593K | — | — |