TRIAN FUND MANAGEMENT, L.P.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$3.88B
Notable people
Edward P. Garden, Peter W. May, Nelson Peltz
Signature - Title
Peter W. May - Member of its General Partner
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by TRIAN FUND MANAGEMENT, L.P.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TRIAN FUND MANAGEMENT, L.P. reported 10 stock holdings with total value $3.88B as of Q4 2024. Top holdings included JHG, GE, SOLV, WEN, and IVZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 10 $3.88B +$107M -$65M +$42.4M JHG, GE, SOLV, WEN, IVZ 13F-HR 2/14/2025, 04:27 PM
Q3 2024 10 $3.89B +$138M -$892M -$754M JHG, GE, WEN, SOLV, IVZ 13F-HR 11/13/2024, 04:48 PM
Q2 2024 12 $4.1B +$377M -$3.29B -$2.91B JHG, GE, WEN, IVZ, FERG 13F-HR 8/14/2024, 04:10 PM
Q1 2024 9 $8.02B $0 -$467M -$467M DIS, JHG, GE, WEN, IVZ 13F-HR 5/15/2024, 04:12 PM
Q4 2023 9 $7.01B +$47.8K -$440M -$440M DIS, JHG, FERG, WEN, IVZ 13F-HR 2/14/2024, 04:10 PM
Q3 2023 10 $6.57B +$2.89B -$14.3M +$2.87B DIS, FERG, JHG, WEN, IVZ 13F-HR 11/14/2023, 04:57 PM
Q2 2023 8 $3.88B +$45.4M -$79.3M -$33.9M JHG, FERG, DIS, IVZ, WEN Restatement 8/14/2023, 07:40 PM
Q1 2023 8 $3.75B +$110M -$1.46B -$1.35B JHG, FERG, DIS, IVZ, WEN 13F-HR 5/15/2023, 04:41 PM
Q4 2022 8 $4.87B +$785M -$548M +$236M FERG, IVZ, DIS, JHG, WEN Restatement 2/15/2023, 04:03 PM
Q3 2022 8 $3.8B +$57.5K -$280M -$280M FERG, IVZ, JHG, SYY, WEN 13F-HR 11/14/2022, 03:43 PM
Q2 2022 8 $4.55B +$185M -$257M -$71.1M FERG, IVZ, JHG, SYY, WEN 13F-HR 8/12/2022, 04:49 PM
Q1 2022 8 $5.97B +$350M -$148M +$202M FERG, IVZ, JHG, SYY, WEN 13F-HR 5/13/2022, 05:16 PM
Q4 2021 9 $7.46B +$1.41B -$1.6B -$190M FERG, JHG, IVZ, SYY, CMCSA 13F-HR 2/11/2022, 03:48 PM
Q3 2021 9 $8.04B +$517M -$1.02B -$507M FERG, CMCSA, SYY, IVZ, PG 13F-HR 11/12/2021, 04:54 PM
Q2 2021 9 $8.55B +$243M -$689M -$447M FERG, SYY, CMCSA, IVZ, PG 13F-HR 8/13/2021, 04:35 PM
Q1 2021 9 $8.46B +$1.58B -$294M +$1.29B SYY, FERG, PG, CMCSA, IVZ 13F-HR 5/14/2021, 04:53 PM
Q4 2020 8 $6.76B +$222M -$365M -$143M SYY, PG, CMCSA, MDLZ, IVZ 13F-HR 2/12/2021, 04:05 PM
Q3 2020 9 $6.05B +$943M -$589M +$354M SYY, PG, CMCSA, MDLZ, WEN 13F-HR 11/16/2020, 03:59 PM
Q2 2020 2 $426M IVZ, JHG New Holdings 10/2/2020, 06:11 AM
Q2 2020 1 $279M CMCSA New Holdings 9/21/2020, 04:22 PM
Q2 2020 10 $5.53B +$744M -$2.68B -$1.93B SYY, PG, MDLZ, WEN, GEXXXX 13F-HR 8/14/2020, 04:39 PM
Q1 2020 8 $6.94B +$143K -$355M -$355M PG, SYY, MDLZ, GEXXXX, WEN 13F-HR 5/15/2020, 04:28 PM
Q4 2019 8 $9.48B +$391K -$559M -$559M PG, SYY, MDLZ, GEXXXX, BK 13F-HR 2/14/2020, 03:29 PM
Q3 2019 8 $9.58B +$240K -$61.1M -$60.8M PG, SYY, MDLZ, GEXXXX, BK 13F-HR 11/14/2019, 03:37 PM
Q2 2019 9 $9.48B +$183M -$410M -$227M PG, SYY, MDLZ, GEXXXX, WEN 13F-HR 8/14/2019, 04:39 PM
Q1 2019 8 $9.34B +$226K -$783M -$783M PG, SYY, MDLZ, GEXXXX, PPG 13F-HR 5/15/2019, 04:43 PM
Q4 2018 9 $9.24B +$293M -$717M -$423M PG, SYY, BK, MDLZ, PPG 13F-HR 2/14/2019, 03:27 PM
Q3 2018 9 $10.3B +$169M -$433M -$264M PG, SYY, BK, MDLZ, GEXXXX 13F-HR 11/14/2018, 03:43 PM
Q2 2018 1 $269M PPG New Holdings 10/9/2018, 04:31 PM
Q2 2018 9 $10.3B +$710M -$267M +$443M PG, SYY, GEXXXX, BK, MDLZ 13F-HR 8/14/2018, 04:20 PM
Q1 2018 7 $9.91B +$39.1M -$1.08B -$1.04B PG, SYY, PNR, GEXXXX, BK 13F-HR 5/15/2018, 04:27 PM
Q4 2017 7 $11.8B +$15.3M -$355M -$340M PG, SYY, MDLZ, GEXXXX, PNR 13F-HR 2/14/2018, 05:12 PM
Q3 2017 8 $13B +$922M -$530M +$392M PG, SYY, MDLZ, GEXXXX, BK 13F-HR 11/14/2017, 04:01 PM
Q2 2017 8 $13.3B +$186M -$160M +$26.1M PG, SYY, GEXXXX, MDLZ, BK 13F-HR 8/11/2017, 04:55 PM
Q1 2017 8 $13.3B +$2.77B -$437M +$2.33B PG, SYY, GEXXXX, MDLZ, BK 13F-HR 5/12/2017, 04:56 PM
Q4 2016 8 $11.1B +$1.39B -$525M +$869M SYY, GEXXXX, MDLZ, BK, DD 13F-HR 2/14/2017, 03:40 PM
Q3 2016 7 $10.2B +$6.1M -$183M -$177M SYY, GEXXXX, MDLZ, BK, DD 13F-HR 11/14/2016, 03:48 PM
Q2 2016 7 $10.5B +$67.2M -$80.7M -$13.6M GEXXXX, SYY, MDLZ, BK, DD 13F-HR 8/12/2016, 04:28 PM
Q1 2016 9 $10.4B +$112M -$112M -$169K GEXXXX, SYY, MDLZ, DD, BK 13F-HR 5/13/2016, 02:01 PM
Q4 2015 10 $12.3B +$115M -$770M -$655M GEXXXX, MDLZ, PEP, SYY, DD 13F-HR 2/16/2016, 03:16 PM
Q3 2015 12 $11.7B +$2.66B -$341M +$2.32B GEXXXX, MDLZ, PEP, SYY, DD 13F-HR 11/13/2015, 03:16 PM
Q2 2015 1 $1.32B GEXXXX New Holdings 10/5/2015, 08:28 AM
Q2 2015 12 $10.4B +$2.15B -$303M +$1.85B MDLZ, PEP, DD, GEXXXX, BK 13F-HR 8/14/2015, 04:44 PM
Q1 2015 10 $8.56B +$177M -$953M -$777M DD, PEP, MDLZ, BK, LM 13F-HR 5/15/2015, 04:37 PM
Q4 2014 11 $9.43B +$1.45B +$1.45B DD, PEP, MDLZ, BK, IRXXXX 13F-HR 1/8/2015, 04:07 PM
Q3 2014 11 $7.61B +$944M -$82.8M +$861M PEP, MDLZ, BK, IRXXXX, LM 13F-HR 11/13/2014, 03:41 PM
Q2 2014 11 $6.8B +$413M -$73.8M +$339M MDLZ, PEP, IRXXXX, BK, LM 13F-HR 8/14/2014, 04:22 PM
Q1 2014 1 $329M BK New Holdings 6/30/2014, 08:43 AM
Q1 2014 12 $6.1B +$369M -$225M +$145M MDLZ, PEP, IRXXXX, LM, WEN 13F-HR 5/15/2014, 04:52 PM
Q4 2013 11 $5.93B MDLZ, PEP, IRXXXX, WEN, LM 13F-HR 2/14/2014, 02:27 PM