Asset Manager
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TRIAN FUND MANAGEMENT, L.P.
Market Value
$4.1B
+8.9%
Holdings
9
New Purchases
0
Added To
1
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
22.2%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $1.2B | 29.5% |
| Large Cap | 5 | $954M | 23.2% |
| Mid Cap | 1 | $1.4B | 34.5% |
| Small Cap | 2 | $523M | 12.7% |
Portfolio Analytics
Avg Market Cap
$45.9B
Median Market Cap
$12.2B
Avg P/E
105.2
Median P/E
18.5
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
9
# ETFs / Funds
0
Top Holdings (9 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JHG | 34.53% | 31,867,800 | $1.4B | $44.51 | $181M | — | — | |
| 2 | GE | 29.52% | 4,030,213 | $1.2B | $300.82 | $175M | — | — | |
| 3 | SOLV | 15.04% | 8,462,819 | $618M | $73.00 | -$24M | — | — | |
| 4 | IVZ | 8.17% | 14,628,455 | $336M | $22.94 | $105M | — | — | |
| 5 | WEN | 6.79% | 30,437,023 | $279M | $9.16 | -$69M | +2,229 | +0.0% | |
| 6 | GSM | 5.94% | 1,086,357 | $244M | $224.58 | $7M | — | — | |
| 7 | GEHC | 0.01% | 4,029 | $303K | $75.10 | $4K | — | — | |
| 8 | UHAL-B | —% | — | — | — | -$18M | -338,031 | -100.0% | SOLD |
| 9 | UHAL | —% | — | — | — | -$21M | -353,335 | -100.0% | SOLD |