Asset Manager
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TRIAN FUND MANAGEMENT, L.P.
Market Value
$3.6B
-3.6%
Holdings
7
+1
New Purchases
1
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
14.3%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $1.1B | 31.7% |
| Large Cap | 3 | $610M | 16.9% |
| Mid Cap | 2 | $1.6B | 45.5% |
| Small Cap | 1 | $212M | 5.9% |
Portfolio Analytics
Avg Market Cap
$55.7B
Median Market Cap
$12.0B
Avg P/E
18.8
Median P/E
14.8
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
7
# ETFs / Funds
0
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JHG | 45.39% | 31,867,800 | $1.6B | $51.37 | $121M | — | — | |
| 2 | GE | 31.72% | 4,030,765 | $1.1B | $283.77 | -$98M | — | — | |
| 3 | SOLV | 14.91% | 8,236,753 | $538M | $65.30 | -$115M | — | — | |
| 4 | WEN | 5.87% | 30,446,022 | $212M | $6.95 | -$42M | +5,704 | +0.0% | |
| 5 | IVZ | 2.00% | 2,970,944 | $72M | $24.29 | -$6M | — | — | |
| 6 | MICC | 0.10% | 241,042 | $4M | $14.95 | — | +241,042 | — | NEW |
| 7 | GEHC | 0.01% | 4,044 | $288K | $71.18 | -$44K | — | — |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| MICC | $4M | 0.10% |