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Nelson Peltz

Trian Fund Management

Nelson Peltz all 13F holdings

Nelson Peltz's all historical holdings

Positions ever held:
34
Currently held:
8
Sold out:
26
Across its SEC filing history, Nelson Peltz has reported positions in 34 different stocks that we track. 8 of them are present in the latest reported portfolio, while 26 stakes have been completely sold out. Pick any ticker to see the full trade history - every buy and sell reported across quarterly SEC filings.

How many stocks does Nelson Peltz currently hold?

According to the latest reported portfolio, Nelson Peltz holds 8 of the 34 tracked stocks it has ever reported. 26 historical stakes were sold out over time.

What is Nelson Peltz's largest holding?

Nelson Peltz's most valuable position is GE Aerospace (GE), with a market value of roughly $1.51B in the latest reported portfolio.

Which stock has Nelson Peltz held the longest?

Among the positions Nelson Peltz currently holds, the longest held is The Wendys Co (WEN), held for more than 13 years.

Filters

Status
Held for
For re-entered positions, counted since the latest "new buy"
First bought
For re-entered positions, this is the latest "new buy"
Exited
For re-entered positions, this is the most recent sell-out
34 results
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TICKER
currently held - the position is present in the latest reported portfolio
*
TICKER
previously held - the position was sold out
* sorted: currently held first, largest position value on top; previously held follow, most recent exit on top