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 $7.8 Billion dollars as of 2024-11-05. 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 $1.3 Billion. Trian Fund Management, L.p. is also the Director of Pentair PLC and owns about 12,039,444 shares of Pentair PLC (PNR) stock worth over $1.2 Billion. Besides these, Trian Fund Management, L.p. also holds Bank of New York Mellon Corp (BK) , nVent Electric PLC (NVT) , Procter & Gamble Co (PG) , 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Trian Fund Management, L.p. has not made any transactions after 2024-08-08 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Trian Fund Management, L.p.

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) , GE Aerospace (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	2021-08-31	director
GE	GE Aerospace	2020-08-05	director
MDLZ	Mondelez International Inc	2021-12-08	director
		2021-05-27	director
		2019-05-16	director
		2024-08-08	other: Schedule 13D Filer
		2019-05-03	director
		2018-08-13	other: Please see remarks below
		2016-06-06	other: less than 10% owner
		2012-08-10	director & other: less than 10% owner
		2008-12-31	other: less than 10% owner
		2023-01-30	director
		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 18.76%. 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 $1.3 Billion and a weighting of 17.1%. Trian Fund Management, L.p. also owns 12,039,444 shares of Pentair PLC (PNR) as of August 13, 2018, with a value of $1.2 Billion and a weighting of 15.63%. The other 9 stocks Bank of New York Mellon Corp (BK) , nVent Electric PLC (NVT) , Procter & Gamble Co (PG) , 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 48.51% 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	76.21	1,472,347,965
JHG	Janus Henderson Group PLC	2022-03-31	31,867,800	42.11	1,341,953,058
PNR	Pentair PLC	2018-08-13	12,039,444	101.86	1,226,337,766
BK	Bank of New York Mellon Corp	2019-05-03	12,606,465	75.77	955,191,853
NVT	nVent Electric PLC	2019-05-16	13,547,857	69.61	943,066,326
PG	Procter & Gamble Co	2021-08-31	5,269,523	166.08	875,162,380
GE	GE Aerospace	2020-08-05	4,016,414	174.45	700,663,021
WEN	The Wendy's Co	2024-08-08	15,186,628	19.79	300,543,368
MDLZ	Mondelez International Inc	2021-12-08	450,184	68.92	31,026,681
TIF	Tiffany & Co	2016-06-06	8,269	131.46	1,087,043
IVZ	Invesco Ltd	2023-01-30	13,634	17.75	241,935
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 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 0 transactions in Pentair PLC (PNR) over the past 5 years. The most-recent trade in Pentair PLC is the sale of 1,700,000 shares on August 13, 2018, which brought Trian Fund Management, L.p. around $72 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

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

Average return per transaction

Outperforming Transactions

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
Relative Return to S&P 500(%)	-2.87

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 Financial Officer Jon R Moeller .

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 92,448 shares made by R. Alexandra Keith , a net sale of 319,270 shares made by Ma. Fatima Francisco , and a net sale of 82,000 shares made by Balaji Purushothaman .

In summary, during the past 3 months, insiders sold 547,770 shares of Procter & Gamble Co (PG) in total and bought 0 shares, with a net sale of 547,770 shares. During the past 18 months, 1,377,303 shares of Procter & Gamble Co (PG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,377,303 shares.

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

Procter & Gamble Co Insider Transactions

No Available Data

What does GE Aerospace do?

Who are the key executives at GE Aerospace?

Trian Fund Management, L.p. is the director of GE Aerospace. Other key executives at GE Aerospace include Senior Vice President Russell Stokes , Senior Vice President Michael J Holston , and Senior Vice President Rahul Ghai .

GE Aerospace (GE) Insider Trades Summary

Over the past 18 months, Trian Fund Management, L.p. made no insider transaction in GE Aerospace (GE). Other recent insider transactions involving GE Aerospace (GE) include a net sale of 221,562 shares made by Michael J Holston , a net sale of 173,873 shares made by Scott Strazik , and a net sale of 45,309 shares made by Russell Stokes .

In summary, during the past 3 months, insiders sold 0 shares of GE Aerospace (GE) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 451,335 shares of GE Aerospace (GE) were sold and 0 shares were bought by its insiders, resulting in a net sale of 451,335 shares.

GE Aerospace (GE)'s detailed insider trading history can be found in Insider Trading Tracker table.

GE Aerospace Insider Transactions

No Available Data

What does Mondelez International Inc do?

Who are the key executives at Mondelez International Inc?

Trian Fund Management, L.p. is the director of Mondelez International Inc. Other key executives at Mondelez International Inc include EVP and President AMEA Deepak D. Iyer , EVP and President Asia Pac Maurizio Brusadelli , and Chief Res & Dev Officer Daniel E Ramos .

Mondelez International Inc (MDLZ) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Mondelez International Inc (MDLZ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Mondelez International Inc (MDLZ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Mondelez International Inc (MDLZ)'s detailed insider trading history can be found in Insider Trading Tracker table.

Mondelez International Inc Insider Transactions

No Available Data

What does Sysco Corp do?

Who are the key executives at Sysco Corp?

Trian Fund Management, L.p. is the director of Sysco Corp. Other key executives at Sysco Corp include VP & General Counsel & Corp Sec Eve M Mcfadden , SVP James Chris Jasper , and Interim CFO Neil Russell .

Sysco Corp (SYY) Insider Trades Summary

Over the past 18 months, Trian Fund Management, L.p. made no insider transaction in Sysco Corp (SYY). Other recent insider transactions involving Sysco Corp (SYY) include a net sale of 1,941 shares made by Neil Russell , a net sale of 4,036 shares made by Eve M Mcfadden , and a net sale of 4,000 shares made by James Chris Jasper .

In summary, during the past 3 months, insiders sold 4,036 shares of Sysco Corp (SYY) in total and bought 0 shares, with a net sale of 4,036 shares. During the past 18 months, 12,177 shares of Sysco Corp (SYY) were sold and 0 shares were bought by its insiders, resulting in a net sale of 12,177 shares.

Sysco Corp (SYY)'s detailed insider trading history can be found in Insider Trading Tracker table.

Sysco Corp Insider Transactions

No Available Data

What does nVent Electric PLC do?

Who are the key executives at nVent Electric PLC?

Trian Fund Management, L.p. is the director of nVent Electric PLC. Other key executives at nVent Electric PLC include President - Thermal Management Michael B Faulconer , EVP & Chief HR Officer Lynnette R Heath , and President of Enclosures Joseph A. Ruzynski .

nVent Electric PLC (NVT) Insider Trades Summary

Over the past 18 months, Trian Fund Management, L.p. made no insider transaction in nVent Electric PLC (NVT). Other recent insider transactions involving nVent Electric PLC (NVT) include a net sale of 36,393 shares made by Michael B Faulconer , a net sale of 30,911 shares made by Joseph A. Ruzynski , and a net sale of 208,239 shares made by Beth Wozniak .

In summary, during the past 3 months, insiders sold 28,246 shares of nVent Electric PLC (NVT) in total and bought 7,566 shares, with a net sale of 20,680 shares. During the past 18 months, 496,716 shares of nVent Electric PLC (NVT) were sold and 12,266 shares were bought by its insiders, resulting in a net sale of 484,450 shares.

nVent Electric PLC (NVT)'s detailed insider trading history can be found in Insider Trading Tracker table.

nVent Electric PLC Insider Transactions

No Available Data

What does The Wendy's Co do?

Who are the key executives at The Wendy's Co?

Trian Fund Management, L.p. is the other: Schedule 13D Filer of The Wendy's Co. Other key executives at The Wendy's Co include Global Chief Marketing Officer Juan Carlos Loredo , Chief Communications Officer Liliana Esposito , and director & 10 percent owner & Chairman and CEO Nelson Peltz .

The Wendy's Co (WEN) Insider Trades Summary

Over the past 18 months, Trian Fund Management, L.p. made 12 insider transaction in The Wendy's Co (WEN) with a net sale of 14,636,133. Other recent insider transactions involving The Wendy's Co (WEN) include a net sale of 7,500 shares made by Kenneth W Gilbert , a net sale of 44,806 shares made by Juan Carlos Loredo , and a net sale of 21,000 shares made by Kristin A Dolan .

In summary, during the past 3 months, insiders sold 3,000,000 shares of The Wendy's Co (WEN) in total and bought 0 shares, with a net sale of 3,000,000 shares. During the past 18 months, 14,729,439 shares of The Wendy's Co (WEN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 14,729,439 shares.

The Wendy's Co (WEN)'s detailed insider trading history can be found in Insider Trading Tracker table.

The Wendy's Co Insider Transactions

No Available Data

What does Bank of New York Mellon Corp do?

Who are the key executives at Bank of New York Mellon Corp?

Trian Fund Management, L.p. is the director of Bank of New York Mellon Corp. Other key executives at Bank of New York Mellon Corp include director & SEVP & General Counsel J Kevin Mccarthy , Sr. Exec. Vice President Hanneke Smits , and Senior Exec VP Senthilkumar Santhanakrishnan .

Bank of New York Mellon Corp (BK) Insider Trades Summary

Over the past 18 months, Trian Fund Management, L.p. made no insider transaction in Bank of New York Mellon Corp (BK). Other recent insider transactions involving Bank of New York Mellon Corp (BK) include a net sale of 100,000 shares made by J Kevin Mccarthy , a net sale of 89,890 shares made by Catherine Keating , and a net sale of 46,900 shares made by Hanneke Smits .

In summary, during the past 3 months, insiders sold 41,475 shares of Bank of New York Mellon Corp (BK) in total and bought 0 shares, with a net sale of 41,475 shares. During the past 18 months, 272,693 shares of Bank of New York Mellon Corp (BK) were sold and 0 shares were bought by its insiders, resulting in a net sale of 272,693 shares.

Bank of New York Mellon Corp (BK)'s detailed insider trading history can be found in Insider Trading Tracker table.

Bank of New York Mellon Corp Insider Transactions

No Available Data

What does Pentair PLC do?

Who are the key executives at Pentair PLC?

Trian Fund Management, L.p. is the other: Please see remarks below of Pentair PLC. Other key executives at Pentair PLC include EVP & Pres. & Ind. & Flow Tech. Jerome O Pedretti , EVP & Chief Technology Officer Philip M. Rolchigo , and EVP Ch Sup Chn Of Ch Trnfrm Of Stephen J Pilla .

Pentair PLC (PNR) Insider Trades Summary

Over the past 18 months, Trian Fund Management, L.p. made no insider transaction in Pentair PLC (PNR). Other recent insider transactions involving Pentair PLC (PNR) include a net sale of 6,427 shares made by Philip M. Rolchigo , a net sale of 6,268 shares made by Jones David A /wi , and a net sale of 32,596 shares made by John L Stauch .

In summary, during the past 3 months, insiders sold 0 shares of Pentair PLC (PNR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 72,298 shares of Pentair PLC (PNR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 72,298 shares.

Pentair PLC (PNR)'s detailed insider trading history can be found in Insider Trading Tracker table.

Pentair PLC Insider Transactions

No Available Data

What does Tiffany & Co do?

Who are the key executives at Tiffany & Co?

Trian Fund Management, L.p. is the other: less than 10% owner of Tiffany & Co. Other key executives at Tiffany & Co include director & Chief Executive Officer Alessandro Bogliolo , SENIOR VICE PRESIDENT Andrew W. Hart , and Principal Financial Officer Mark J Erceg .

Tiffany & Co (TIF) Insider Trades Summary

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

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

Tiffany & Co Insider Transactions

No Available Data

What does Trane Technologies PLC do?

Who are the key executives at Trane Technologies PLC?

Trian Fund Management, L.p. is the director & other: less than 10% owner of Trane Technologies PLC. Other key executives at Trane Technologies PLC include Executive Vice President Raymond D Pittard , director & Chair and CEO David S Regnery , and Vice President & Controller Christopher J Kuehn .

Trane Technologies PLC (TT) Insider Trades Summary

Over the past 18 months, Trian Fund Management, L.p. made no insider transaction in Trane Technologies PLC (TT). Other recent insider transactions involving Trane Technologies PLC (TT) include a net sale of 36,824 shares made by Paul A Camuti , a net sale of 19,396 shares made by Evan M Turtz , and a net sale of 9,751 shares made by Keith A Sultana .

In summary, during the past 3 months, insiders sold 31,255 shares of Trane Technologies PLC (TT) in total and bought 0 shares, with a net sale of 31,255 shares. During the past 18 months, 185,114 shares of Trane Technologies PLC (TT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 185,114 shares.

Trane Technologies PLC (TT)'s detailed insider trading history can be found in Insider Trading Tracker table.

Trane Technologies PLC Insider Transactions

No Available Data

What does Chemtura Corp do?

Who are the key executives at Chemtura Corp?

Trian Fund Management, L.p. is the other: less than 10% owner of Chemtura Corp. Other key executives at Chemtura Corp include director & President and CEO Craig A Rogerson , VP & Corporate Controller Laurence Michael Orton , and EVP & CFO Stephen C Forsyth .

Chemtura Corp (CHMT) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Chemtura Corp (CHMT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Chemtura Corp (CHMT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Chemtura Corp (CHMT)'s detailed insider trading history can be found in Insider Trading Tracker table.

Chemtura Corp Insider Transactions

No Available Data

What does Invesco Ltd do?

Who are the key executives at Invesco Ltd?

Trian Fund Management, L.p. is the director of Invesco Ltd. Other key executives at Invesco Ltd include director & President & CEO Martin L Flanagan , Senior Managing Director Stephanie Butcher , and Senior Managing Director Tony Wong .

Invesco Ltd (IVZ) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Ltd (IVZ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Ltd (IVZ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Ltd (IVZ)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Ltd Insider Transactions

No Available Data

What does Janus Henderson Group PLC do?

Who are the key executives at Janus Henderson Group PLC?

Trian Fund Management, L.p. is the 10 percent owner of Janus Henderson Group PLC. Other key executives at Janus Henderson Group PLC include Chief Financial Officer Roger Mj Thompson , Gen Counsel & Corp Secretary Michelle Rosenberg , and Chief Accounting Officer Brennan A. Hughes .

Janus Henderson Group PLC (JHG) Insider Trades Summary

Over the past 18 months, Trian Fund Management, L.p. made no insider transaction in Janus Henderson Group PLC (JHG). Other recent insider transactions involving Janus Henderson Group PLC (JHG) include a net sale of 48,656 shares made by Roger Mj Thompson , a net sale of 27,119 shares made by Georgina Fogo , and a net sale of 3,686 shares made by Brennan A. Hughes .

In summary, during the past 3 months, insiders sold 25,651 shares of Janus Henderson Group PLC (JHG) in total and bought 0 shares, with a net sale of 25,651 shares. During the past 18 months, 100,184 shares of Janus Henderson Group PLC (JHG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 100,184 shares.

Janus Henderson Group PLC (JHG)'s detailed insider trading history can be found in Insider Trading Tracker table.

Janus Henderson Group PLC 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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