Asset Manager
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TRIAN FUND MANAGEMENT, L.P.
Market Value
$3.5B
+0.8%
Holdings
8
New Purchases
0
Added To
1
Closed
0
Reduced
3
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 | $1.0B | 29.3% |
| Large Cap | 3 | $873M | 24.7% |
| Mid Cap | 3 | $1.3B | 36.1% |
| Small Cap | 1 | $348M | 9.8% |
Portfolio Analytics
Avg Market Cap
$49.9B
Median Market Cap
$10.9B
Avg P/E
42.9
Median P/E
19.5
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
8
# ETFs / Funds
0
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JHG | 35.01% | 31,867,800 | $1.2B | $38.84 | $86M | — | — | |
| 2 | GE | 29.34% | 4,030,213 | $1.0B | $257.39 | $231M | — | — | |
| 3 | SOLV | 18.15% | 8,462,819 | $642M | $75.84 | -$2M | — | — | |
| 4 | WEN | 9.83% | 30,434,794 | $348M | $11.42 | -$98M | +11,111 | +0.0% | |
| 5 | IVZ | 6.53% | 14,628,455 | $231M | $15.77 | -$121M | -8,544,987 | -36.9% | |
| 6 | UHAL | 0.61% | 353,335 | $21M | $60.56 | -$21M | -298,665 | -45.8% | |
| 7 | UHAL-B | 0.52% | 338,031 | $18M | $54.37 | -$48M | -786,669 | -69.9% | |
| 8 | GEHC | 0.01% | 4,029 | $298K | $74.07 | -$27K | — | — |