13F filing recap · Q2 2026
What did Trian Fund Management buy in Q2 2026?
Reported stock-position changes between this filing and the previous one.
Stock value
$4.23B
Positions
8
Estimated turnover
13.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Trian Fund Management trimmed its Janus Henderson Group position and substantially reduced its Invesco stake. It also added slightly to Wendy's and dramatically increased its GE Healthcare Technologies holding.