TRIAN FUND MANAGEMENT, L.P.

Track

Insider profile

Performance

Overall performance
2.2
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -5% 8.2% 15.1%
Success rate 32% 68% 82%
Transactions
17 53% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return -16%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
US Wendys Co (WEN)
Transaction date
Proposed sale
Price
497.49
Quantity 53,848
Value US$1,671,806
US Wendys Co (WEN)
Transaction date
Proposed sale
Price
332.57
Quantity 59,525
Value US$1,885,621
US Wendys Co (WEN)
Transaction date
Proposed sale
Price
20.38
Quantity 2,905,569
Value US$59,215,496
US Wendys Co (WEN)
Transaction date
Proposed sale
Price
22.68
Quantity 1,000,000
Value US$22,680,000
US Wendys Co (WEN)
Transaction date
Sale
Price
22.05
Quantity 3,627,569 -14.3%
Value US$79,987,896
US Invesco Ltd (IVZ)
Transaction date
Sale
Price
18.11
Quantity 786,378 -1.7%
Value US$14,242,800
US Invesco Ltd (IVZ)
Transaction date
Sale
Price
18.42
Quantity 2,367,477 -4.9%
Value US$43,605,849
US Invesco Ltd (IVZ)
Transaction date
Sale
Price
18.10
Quantity 2,374,019 -4.7%
Value US$42,973,542
US Invesco Ltd (IVZ)
Transaction date
Sale
Price
18.56
Quantity 1,011,084 -1.9%
Value US$18,769,157
US Invesco Ltd (IVZ)
Transaction date
Sale
Price
19.02
Quantity 3,786,854 -6.8%
Value US$72,033,158
US Invesco Ltd (IVZ)
Transaction date
Purchase
Price
23.46
Quantity 250,062 +0.5%
Value US$5,866,630
US Invesco Ltd (IVZ)
Transaction date
Purchase
Price
23.13
Quantity 1,474,538 +2.7%
Value US$34,112,699
US Invesco Ltd (IVZ)
Transaction date
Purchase
Price
23.07
Quantity 2,000,000 +3.8%
Value US$46,145,600
US Invesco Ltd (IVZ)
Transaction date
Purchase
Price
23.36
Quantity 1,500,000 +3.0%
Value US$35,036,550
US Invesco Ltd (IVZ)
Transaction date
Purchase
Price
23.20
Quantity 1,273,501 +2.6%
Value US$29,540,129
US Invesco Ltd (IVZ)
Transaction date
Purchase
Price
22.15
Quantity 756,419 +1.6%
Value US$16,754,227
US Invesco Ltd (IVZ)
Transaction date
Purchase
Price
22.01
Quantity 720,080 +1.5%
Value US$15,846,441
US Invesco Ltd (IVZ)
Transaction date
Purchase
Price
21.77
Quantity 682,437 +1.4%
Value US$14,856,176
US Invesco Ltd (IVZ)
Transaction date
Purchase
Price
21.52
Quantity 1,026,508 +2.2%
Value US$22,085,320
US Wendys Co (WEN)
Transaction date
Sale
Price
17.11
Quantity 3,000,000 -9.5%
Value US$51,330,000
US Wendys Co (WEN)
Transaction date
Sale
Price
17.11
Quantity 3,000,000 -9.5%
Value US$51,330,000
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-05-12 2026-05-12
PrS Proposed sale
97,726
199.76
US$4,698,622 		97,726 199.76 US$4,698,622
2024-08-08 2024-08-08
US Wendys Co (WEN)
PrS Proposed sale
53,848
497.49
US$1,671,806 		53,848 497.49 US$1,671,806
2023-11-14 2023-11-14
US Wendys Co (WEN)
PrS Proposed sale
59,525
332.57
US$1,885,621 		59,525 332.57 US$1,885,621
2023-08-22 2023-08-22
US Wendys Co (WEN)
PrS Proposed sale
2,905,569
20.38
US$59,215,496 		2,905,569 20.38 US$59,215,496
2023-05-22 2023-05-22
US Wendys Co (WEN)
PrS Proposed sale
1,000,000
22.68
US$22,680,000 		1,000,000 22.68 US$22,680,000
2023-03-03 2023-03-03
US Wendys Co (WEN)
S Sale
3,627,569 -14.3%
22.05
US$79,987,896 		3,627,569 -14.3% 22.05 US$79,987,896
2023-01-31 2023-01-30
US Invesco Ltd (IVZ)
S Sale
786,378 -1.7%
18.11
US$14,242,800 		786,378 -1.7% 18.11 US$14,242,800
2023-01-31 2023-01-27
US Invesco Ltd (IVZ)
S Sale
2,367,477 -4.9%
18.42
US$43,605,849 		2,367,477 -4.9% 18.42 US$43,605,849
2023-01-25 2023-01-25
US Invesco Ltd (IVZ)
S Sale
2,374,019 -4.7%
18.10
US$42,973,542 		2,374,019 -4.7% 18.10 US$42,973,542
2023-01-25 2023-01-24
US Invesco Ltd (IVZ)
S Sale
1,011,084 -1.9%
18.56
US$18,769,157 		1,011,084 -1.9% 18.56 US$18,769,157
2023-01-25 2023-01-23
US Invesco Ltd (IVZ)
S Sale
3,786,854 -6.8%
19.02
US$72,033,158 		3,786,854 -6.8% 19.02 US$72,033,158
2022-04-04 2022-04-04
US Invesco Ltd (IVZ)
B Purchase
250,062 +0.5%
23.46
US$5,866,630 		250,062 +0.5% 23.46 US$5,866,630
2022-04-04 2022-04-01
US Invesco Ltd (IVZ)
B Purchase
1,474,538 +2.7%
23.13
US$34,112,699 		1,474,538 +2.7% 23.13 US$34,112,699
2022-04-04 2022-03-31
US Invesco Ltd (IVZ)
B Purchase
2,000,000 +3.8%
23.07
US$46,145,600 		2,000,000 +3.8% 23.07 US$46,145,600
2022-03-30 2022-03-30
US Invesco Ltd (IVZ)
B Purchase
1,500,000 +3.0%
23.36
US$35,036,550 		1,500,000 +3.0% 23.36 US$35,036,550
2022-03-30 2022-03-29
US Invesco Ltd (IVZ)
B Purchase
1,273,501 +2.6%
23.20
US$29,540,129 		1,273,501 +2.6% 23.20 US$29,540,129
2022-03-30 2022-03-28
US Invesco Ltd (IVZ)
B Purchase
756,419 +1.6%
22.15
US$16,754,227 		756,419 +1.6% 22.15 US$16,754,227
2022-03-25 2022-03-25
US Invesco Ltd (IVZ)
B Purchase
720,080 +1.5%
22.01
US$15,846,441 		720,080 +1.5% 22.01 US$15,846,441
2022-03-25 2022-03-24
US Invesco Ltd (IVZ)
B Purchase
682,437 +1.4%
21.77
US$14,856,176 		682,437 +1.4% 21.77 US$14,856,176
2022-03-25 2022-03-23
US Invesco Ltd (IVZ)
B Purchase
1,026,508 +2.2%
21.52
US$22,085,320 		1,026,508 +2.2% 21.52 US$22,085,320
2019-03-07 2019-03-06
US Wendys Co (WEN)
S Sale
3,000,000 -9.5%
17.11
US$51,330,000 		3,000,000 -9.5% 17.11 US$51,330,000
2019-03-07 2019-03-06
US Wendys Co (WEN)
S Sale
3,000,000 -9.5%
17.11
US$51,330,000 		3,000,000 -9.5% 17.11 US$51,330,000