Trian Partners Portfolio: Top 5 Stocks

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In this article, we will take a look at the top 5 stocks in the portfolio of Nelson Peltz’s Trian Partners. If you want to read our detailed analysis of Peltz’s history, investment philosophy, and hedge fund performance, go directly to Trian Partners Portfolio: Top 9 Stocks.

5. Janus Henderson Group plc (NYSE:JHG)

Trian Partners’ Stake Value: $823.7 million
Percentage of Trian Partners’ 13F Portfolio: 9.62%
Number of Hedge Fund Holders: 22

Janus Henderson Group plc (NYSE:JHG) is a global asset management corporation that provides services to small business clients and institutions through its subsidiaries. It was founded in 1934 and ranks fifth on our list of the top 9 stocks in Trian Partners’ portfolio.

Deutsche Bank analyst Brian Bedell considers stocks of Janus Henderson Group plc (NYSE:JHG) as best positioned to outperform the subsectors. The analyst raised his price target on the company to $38 from $32 alongside a Hold rating on its shares.

With a $823.6 million stake in Janus Henderson Group plc (NYSE:JHG), Trian Partners owned 21.2 million shares of the company in the second quarter of 2021. Of the 873 elite hedge funds tracked by Insider Monkey, 22 hedge funds reported owning stakes in the company in Q2 2021, compared to 28 funds a quarter earlier.


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