Asset Manager
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TRIAN FUND MANAGEMENT, L.P.
Market Value
$4.0B
-3.0%
Holdings
7
-2
New Purchases
0
Added To
3
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 | $1.2B | 31.2% |
| Large Cap | 3 | $731M | 18.3% |
| Mid Cap | 1 | $1.5B | 38.1% |
| Small Cap | 2 | $495M | 12.4% |
Portfolio Analytics
Avg Market Cap
$55.6B
Median Market Cap
$13.6B
Avg P/E
17.0
Median P/E
10.7
Avg Dividend Yield
0.02%
Avg Beta
1.03
# 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 | 38.05% | 31,867,800 | $1.5B | $47.57 | $98M | — | — | |
| 2 | GE | 31.16% | 4,030,765 | $1.2B | $308.03 | $29M | +552 | +0.0% | |
| 3 | SOLV | 16.38% | 8,236,753 | $653M | $79.24 | $35M | -226,066 | -2.7% | |
| 4 | WEN | 6.36% | 30,440,318 | $254M | $8.33 | -$25M | +3,295 | +0.0% | |
| 5 | GSM | 6.07% | 1,086,357 | $242M | $222.63 | -$2M | — | — | |
| 6 | IVZ | 1.96% | 2,970,944 | $78M | $26.27 | -$258M | -11,657,511 | -79.7% | |
| 7 | GEHC | 0.01% | 4,044 | $332K | $82.02 | $29K | +15 | +0.4% |