Asset Manager
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TRIAN FUND MANAGEMENT, L.P.
Market Value
$3.9B
+9.3%
Holdings
8
New Purchases
0
Added To
1
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
25.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $1.2B | 31.4% |
| Large Cap | 3 | $954M | 24.7% |
| Mid Cap | 3 | $1.4B | 36.7% |
| Small Cap | 1 | $279M | 7.2% |
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 | 36.72% | 31,867,800 | $1.4B | $44.51 | $181M | — | — | |
| 2 | GE | 31.38% | 4,030,213 | $1.2B | $300.82 | $175M | — | — | |
| 3 | SOLV | 15.99% | 8,462,819 | $618M | $73.00 | -$24M | — | — | |
| 4 | IVZ | 8.69% | 14,628,455 | $336M | $22.94 | $105M | — | — | |
| 5 | WEN | 7.22% | 30,437,023 | $279M | $9.16 | -$69M | +2,229 | +0.0% | |
| 6 | GEHC | 0.01% | 4,029 | $303K | $75.10 | $4K | — | — | |
| 7 | UHAL | —% | — | — | — | -$21M | -353,335 | -100.0% | SOLD |
| 8 | UHAL-B | —% | — | — | — | -$18M | -338,031 | -100.0% | SOLD |