Portfolio diff
Trian Fund Management
Q1 2026 ⇄ Q2 2026
+0Added
−0Removed
4Resized
4Unchanged
Added (Q2 2026)
| Security | Value | Shares |
|---|---|---|
| None. | ||
Removed (was held in Q1 2026)
| Security | Value then | Shares then |
|---|---|---|
| None. | ||
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| GEHC GE HealthCare… | 4.04K | 3.09M | +76194.4% |
| IVZ Invesco Ltd. | 2.97M | 1.63M | -45.3% |
| JHG Janus Henderson Group… | 31.87M | 25.65M | -19.5% |
| WEN Wendys Co. | 15.50M | 15.52M | +0.1% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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