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 $5.9 Billion dollars as of 2023-04-02. 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 10% Owner of Janus Henderson Group PLC and owns about 31,867,800 shares of Janus Henderson Group PLC (JHG) stock worth over $849 Million. Trian Fund Management, L.p. is also the Director of Procter & Gamble Co and owns about 5,269,523 shares of Procter & Gamble Co (PG) stock worth over $784 Million. Besides these, Trian Fund Management, L.p. also holds Pentair PLC (PNR) , nVent Electric PLC (NVT) , The Wendy's Co (WEN) , Bank of New York Mellon Corp (BK) , General Electric Co (GE) , 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.

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 (PG) , General Electric Co (GE) , and Mondelez International Inc (MDLZ) 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
PG Procter & Gamble Co 2018-03-01 director
GE General Electric Co 2017-10-09 director
MDLZ Mondelez International Inc 2014-01-21 director
SYY Sysco Corp 2015-08-21 director
NVT nVent Electric PLC 2018-04-30 director
WEN The Wendy's Co 2008-09-16 other: Schedule 13D Filer
BK Bank of New York Mellon Corp 2014-12-01 director
PNR Pentair PLC 2015-09-21 other: Please see remarks below
TIF Tiffany & Co 2009-03-25 other: less than 10% owner
TT Trane Technologies PLC 2012-08-10 director & other: less than 10% owner
CHMT Chemtura Corp 2008-12-31 other: less than 10% owner
IVZ Invesco Ltd 2020-11-04 director
JHG Janus Henderson Group PLC 2022-01-19 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 25.11%. Trian Fund Management, L.p. owns 31,867,800 shares of Janus Henderson Group PLC (JHG) as of March 31, 2022, with a value of $849 Million and a weighting of 14.29%. Trian Fund Management, L.p. also owns 5,269,523 shares of Procter & Gamble Co (PG) as of August 31, 2021, with a value of $784 Million and a weighting of 13.19%. The other 9 stocks Pentair PLC (PNR) , nVent Electric PLC (NVT) , The Wendy's Co (WEN) , Bank of New York Mellon Corp (BK) , General Electric Co (GE) , Mondelez International Inc (MDLZ) , Tiffany & Co (TIF) , Invesco Ltd (IVZ) , Legg Mason Inc (LM) have a combined weighting of 47.41% 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 77.23 1,492,151,871
JHG Janus Henderson Group PLC 2022-03-31 31,867,800 26.64 848,958,192
PG Procter & Gamble Co 2021-08-31 5,269,523 148.69 783,525,375
PNR Pentair PLC 2018-08-13 12,039,444 55.27 665,420,070
NVT nVent Electric PLC 2019-05-16 13,547,857 42.94 581,744,980
WEN The Wendy's Co 2019-08-16 26,630,629 21.78 580,015,100
BK Bank of New York Mellon Corp 2019-05-03 12,606,465 45.44 572,837,770
GE General Electric Co 2020-08-05 4,016,414 95.60 383,969,178
MDLZ Mondelez International Inc 2021-12-08 450,184 69.72 31,386,828
TIF Tiffany & Co 2016-06-06 8,269 131.46 1,087,043
IVZ Invesco Ltd 2023-01-30 13,634 16.40 223,598
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 22 transactions in Sysco Corp (SYY) over the past 5 years, including 2 buys and 20 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 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.

According to the SEC Form 4 filings, Trian Fund Management, L.p. has made a total of 13 transactions in Procter & Gamble Co (PG) over the past 5 years, including 0 buys and 13 sells. The most-recent trade in Procter & Gamble Co is the sale of 207,000 shares on August 31, 2021, which brought Trian Fund Management, L.p. around $29 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.

Ticker
Company
Date
Buy/Sell
Insider Trading Shares
Shares Change
Price
Cost
Final Share
Current Price
Price Change Since Insider Trade (%)
Filing Date
IVZ
Invesco Ltd
2023-01-30
Sell
3,153,855.00
-99.57%
$18.34
$57,841,700.00
13,634.00
$16.40
-10.58%
2023-01-31
IVZ
Invesco Ltd
2023-01-25
Sell
7,171,957.00
-12.86%
$18.65
$133,757,000.00
48,586,677.00
$16.40
-12.06%
2023-01-25
IVZ
Invesco Ltd
2022-04-04
Buy
3,724,600.00
7.16%
$23.12
$86,112,800.00
55,758,634.00
$16.40
-29.07%
2022-04-04
JHG
Janus Henderson Group PLC
2022-03-31
Buy
682,514.00
2.19%
$35.63
$24,318,000.00
31,867,800.00
$26.64
-25.23%
2022-03-31
JHG
Janus Henderson Group PLC
2022-03-31
Buy
682,514.00
2.19%
$35.63
$24,318,000.00
31,867,800.00
$26.64
-25.23%
2022-03-31
IVZ
Invesco Ltd
2022-03-30
Buy
3,529,920.00
7.28%
$23.04
$81,329,400.00
52,034,034.00
$16.40
-28.82%
2022-03-30
IVZ
Invesco Ltd
2022-03-25
Buy
2,429,025.00
5.27%
$21.73
$52,782,700.00
48,504,114.00
$16.40
-24.53%
2022-03-25
JHG
Janus Henderson Group PLC
2022-03-15
Buy
1,412,638.00
4.74%
$33.05
$46,687,700.00
31,185,286.00
$26.64
-19.39%
2022-03-15
JHG
Janus Henderson Group PLC
2022-03-15
Buy
1,412,638.00
4.74%
$33.05
$46,687,700.00
31,185,286.00
$26.64
-19.39%
2022-03-15
JHG
Janus Henderson Group PLC
2022-03-09
Buy
1,500,000.00
5.31%
$30.78
$46,170,000.00
29,772,648.00
$26.64
-13.45%
2022-03-09
JHG
Janus Henderson Group PLC
2022-03-09
Buy
1,500,000.00
5.31%
$30.78
$46,170,000.00
29,772,648.00
$26.64
-13.45%
2022-03-09
MDLZ
Mondelez International Inc
2021-12-08
Sell
1,497,696.00
-76.89%
$61.29
$91,793,800.00
450,184.00
$69.72
13.75%
2021-12-09
MDLZ
Mondelez International Inc
2021-11-30
Sell
581,000.00
-22.97%
$60.27
$35,016,900.00
1,947,880.00
$69.72
15.68%
-
MDLZ
Mondelez International Inc
2021-11-18
Sell
5,469,062.00
-68.38%
$62.31
$340,777,000.00
2,528,880.00
$69.72
11.89%
-
PG
Procter & Gamble Co
2021-08-31
Sell
207,000.00
-3.78%
$142.43
$29,483,000.00
5,269,523.00
$148.69
4.40%
-
MDLZ
Mondelez International Inc
2021-08-30
Sell
479,000.00
-5.65%
$62.01
$29,702,800.00
7,997,848.00
$69.72
12.43%
-
MDLZ
Mondelez International Inc
2021-08-10
Sell
161,316.00
-1.87%
$62.20
$10,033,900.00
8,476,848.00
$69.72
12.09%
-
PG
Procter & Gamble Co
2021-08-10
Sell
315,295.00
-5.44%
$142.15
$44,819,200.00
5,476,490.00
$148.69
4.60%
-
SYY
Sysco Corp
2021-05-27
Sell
1,277,884.00
-6.20%
$81.28
$103,866,000.00
19,320,884.00
$77.23
-4.98%
-
SYY
Sysco Corp
2021-05-27
Sell
1,277,884.00
-6.20%
$81.28
$103,866,000.00
19,320,884.00
$77.23
-4.98%
-
Total 148
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 8
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 Relative Return

5.79%

Average relative 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
Relative Return(%) -6.36 -3.71 0.25 5.79 12.32 10.79
Relative Return to S&P 500(%) -2.87 1.38 3.48 -0.09 2.63 1.1

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?

Since its founding in 1837, Procter & Gamble has become one of the world's largest consumer product manufacturers, generating more than $80 billion in annual sales. It operates with a lineup of leading brands, including more than 20 that generate north of $1 billion each in annual global sales, such as Tide laundry detergent, Charmin toilet paper, Pantene shampoo, and Pampers diapers. P&G sold its last remaining food brand, Pringles, to Kellogg in calendar 2012. Sales outside its home turf represent around 55% of the firm's consolidated total, with around one third coming from emerging markets.

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 , Chief Legal Officer & Secy Susan Street Whaley , and CEO - Health Care Jennifer L. Davis .

Procter & Gamble Co (PG) Insider Trades Summary

Over the past 18 months, Trian Fund Management, L.p. made no insider transaction in Procter & Gamble Co (PG). Other recent insider transactions involving Procter & Gamble Co (PG) include a net sale of 129,664 shares made by Ma. Fatima Francisco , a net sale of 308,048 shares made by David S Taylor , and a net sale of 611,326 shares made by Jon R Moeller .

In summary, during the past 3 months, insiders sold 435 shares of Procter & Gamble Co (PG) in total and bought 0 shares, with a net sale of 435 shares. During the past 18 months, 1,450,055 shares of Procter & Gamble Co (PG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,450,055 shares.

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

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Procter & Gamble Co Insider Transactions

20/Page
Total 0
Ticker
Insider
Position
Date
Buy/Sell
Shares
Shares Owned
Trade Price($)
Trade Percentage(%)
Cost($1000)
Price change since trade(%)
Share ownership details
Filing Date
20/Page
Total 0

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.