Trian Fund Management, L.p. - Net Worth and Insider Trading

Trian Fund Management, L.p. Net Worth

The estimated net worth of Trian Fund Management, L.p. is at least $7.1 Billion dollars as of 2024-04-26. Trian Fund Management, L.p. is the Director of Sysco Corp and owns about 19,320,884 shares of Sysco Corp (SYY) stock worth over $1.5 Billion. Trian Fund Management, L.p. is the Director of nVent Electric PLC and owns about 13,547,857 shares of nVent Electric PLC (NVT) stock worth over $1.0 Billion. Trian Fund Management, L.p. is also the 10% Owner of Janus Henderson Group PLC and owns about 31,867,800 shares of Janus Henderson Group PLC (JHG) stock worth over $1.0 Billion. Besides these, Trian Fund Management, L.p. also holds Pentair PLC (PNR) , Procter & Gamble Co (PG) , Bank of New York Mellon Corp (BK) , GE Aerospace (GE) , The Wendy's Co (WEN) , Mondelez International Inc (MDLZ) , Tiffany & Co (TIF) , Invesco Ltd (IVZ) , Legg Mason Inc (LM) . Details can be seen in Trian Fund Management, L.p.'s Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Trian Fund Management, L.p. has not made any transactions after 2023-08-22 and currently still holds the listed stock(s).

Transaction Summary of Trian Fund Management, L.p.

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Trian Fund Management, L.p. Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Trian Fund Management, L.p. owns 13 companies in total, including Procter & Gamble Co () , GE Aerospace () , and Mondelez International Inc () among others .

Click here to see the complete history of Trian Fund Management, L.p.’s form 4 insider trades.

Insider Ownership Summary of Trian Fund Management, L.p.

Ticker Comapny Transaction Date Type of Owner
Procter & Gamble Co 2021-08-31 director
GE Aerospace 2020-08-05 director
Mondelez International Inc 2021-12-08 director
Sysco Corp 2021-05-27 director
nVent Electric PLC 2019-05-16 director
The Wendy's Co 2023-08-22 other: Schedule 13D Filer
Bank of New York Mellon Corp 2019-05-03 director
Pentair PLC 2018-08-13 other: Please see remarks below
Tiffany & Co 2016-06-06 other: less than 10% owner
Trane Technologies PLC 2012-08-10 director & other: less than 10% owner
Chemtura Corp 2008-12-31 other: less than 10% owner
Invesco Ltd 2023-01-30 director
Janus Henderson Group PLC 2022-03-31 10 percent owner

Trian Fund Management, L.p. Latest Holdings Summary

Trian Fund Management, L.p. currently owns a total of 12 stocks. Among these stocks, Trian Fund Management, L.p. owns 19,320,884 shares of Sysco Corp (SYY) as of May 27, 2021, with a value of $1.5 Billion and a weighting of 21%. Trian Fund Management, L.p. owns 13,547,857 shares of nVent Electric PLC (NVT) as of May 16, 2019, with a value of $1.0 Billion and a weighting of 14.28%. Trian Fund Management, L.p. also owns 31,867,800 shares of Janus Henderson Group PLC (JHG) as of March 31, 2022, with a value of $1.0 Billion and a weighting of 14.19%. The other 9 stocks Pentair PLC (PNR) , Procter & Gamble Co (PG) , Bank of New York Mellon Corp (BK) , GE Aerospace (GE) , The Wendy's Co (WEN) , Mondelez International Inc (MDLZ) , Tiffany & Co (TIF) , Invesco Ltd (IVZ) , Legg Mason Inc (LM) have a combined weighting of 50.53% among all his current holdings.

Latest Holdings of Trian Fund Management, L.p.

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SYY Sysco Corp 2021-05-27 19,320,884 77.35 1,494,470,377
NVT nVent Electric PLC 2019-05-16 13,547,857 75.00 1,016,021,536
JHG Janus Henderson Group PLC 2022-03-31 31,867,800 31.68 1,009,571,904
PNR Pentair PLC 2018-08-13 12,039,444 80.57 970,018,003
PG Procter & Gamble Co 2021-08-31 5,269,523 161.37 850,342,927
BK Bank of New York Mellon Corp 2019-05-03 12,606,465 57.57 725,754,190
GE GE Aerospace 2020-08-05 4,016,414 162.18 651,382,023
WEN The Wendy's Co 2023-08-22 18,055,312 20.20 364,627,026
MDLZ Mondelez International Inc 2021-12-08 450,184 70.93 31,929,300
TIF Tiffany & Co 2016-06-06 8,269 131.46 1,087,043
IVZ Invesco Ltd 2023-01-30 13,634 14.53 198,102
LM Legg Mason Inc 2020-05-20 0 49.99 0

Holding Weightings of Trian Fund Management, L.p.


Trian Fund Management, L.p. Form 4 Trading Tracker

According to the SEC Form 4 filings, Trian Fund Management, L.p. has made a total of 10 transactions in Sysco Corp (SYY) over the past 5 years, including 2 buys and 8 sells. The most-recent trade in Sysco Corp is the sale of 1,277,884 shares on May 27, 2021, which brought Trian Fund Management, L.p. around $104 Million.

According to the SEC Form 4 filings, Trian Fund Management, L.p. has made a total of 3 transactions in nVent Electric PLC (NVT) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in nVent Electric PLC is the sale of 3,000,000 shares on May 16, 2019, which brought Trian Fund Management, L.p. around $74 Million.

According to the SEC Form 4 filings, Trian Fund Management, L.p. has made a total of 6 transactions in Janus Henderson Group PLC (JHG) over the past 5 years, including 6 buys and 0 sells. The most-recent trade in Janus Henderson Group PLC is the acquisition of 682,514 shares on March 31, 2022, which cost Trian Fund Management, L.p. around $24 Million.

More details on Trian Fund Management, L.p.'s insider transactions can be found in the Insider Trading History of Trian Fund Management, L.p. table.

Insider Trading History of Trian Fund Management, L.p.

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Trian Fund Management, L.p. Trading Performance

GuruFocus tracks the stock performance after each of Trian Fund Management, L.p.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Trian Fund Management, L.p. is -3.71%. GuruFocus also compares Trian Fund Management, L.p.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Trian Fund Management, L.p. within 3 months outperforms 25 times out of 55 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Trian Fund Management, L.p.'s insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Trian Fund Management, L.p.

Average Return

5.74%

Average return per transaction

Outperforming Transactions

64%

35 out of 55 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -6.36 -3.71 0.25 5.74 9.2 10.82
Relative Return to S&P 500(%) -2.87 1.38 3.48 -0.13 -0.24 1.02

Trian Fund Management, L.p. Ownership Network

Ownership Network List of Trian Fund Management, L.p.

No Data

Ownership Network Relation of Trian Fund Management, L.p.


Trian Fund Management, L.p. Owned Company Details

What does Procter & Gamble Co do?

Who are the key executives at Procter & Gamble Co?

Trian Fund Management, L.p. is the director of Procter & Gamble Co. Other key executives at Procter & Gamble Co include Chief Human Resources Officer Balaji Purushothaman , President Global Hair & Beauty R. Alexandra Keith , and Chief Legal Officer & Secy Susan Street Whaley .

Procter & Gamble Co () Insider Trades Summary

Over the past 18 months, Trian Fund Management, L.p. made no insider transaction in Procter & Gamble Co (). Other recent insider transactions involving Procter & Gamble Co () include a net sale of 97,637 shares made by R. Alexandra Keith , a net sale of 219,411 shares made by Ma. Fatima Francisco , and a net sale of 70,627 shares made by Balaji Purushothaman .

In summary, during the past 3 months, insiders sold 199,618 shares of Procter & Gamble Co () in total and bought 0 shares, with a net sale of 199,618 shares. During the past 18 months, 900,021 shares of Procter & Gamble Co () were sold and 0 shares were bought by its insiders, resulting in a net sale of 900,021 shares.

Procter & Gamble Co ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Procter & Gamble Co Insider Transactions

No Available Data

Trian Fund Management, L.p. Mailing Address

Above is the net worth, insider trading, and ownership report for Trian Fund Management, L.p.. You might contact Trian Fund Management, L.p. via mailing address: 280 Park Avenue, 41st Floor, New York Ny 10017.

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