Trian Fund Management JHG trades
Nelson Peltz
Nelson Peltz JANUS HENDERSON GROUP PLC stake
total: 34
Trades details
- Total transactions:
- 8
- New positions:
- 1
- Added:
- 5
- Reduced:
- 2
- Held since:
- 2020 Q2
- Held for:
- 25 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Nelson Peltz holds 25,654,382 JANUS HENDERSON GROUP PLC (JHG) shares with a market value of roughly $1.33B accounting for 31.53% of the overall portfolio. To date, the estimated cost basis is nearly $29.77 for "buy" trades and estimated average "sell" price is $48.63. Trian Fund Management first purchased JHG in 2020 Q2, initially acquiring about 8.93M shares. Since the initial investment in JANUS HENDERSON GROUP PLC (JHG), Trian Fund Management has made 7 more transactions.
When did Nelson Peltz buy JANUS HENDERSON GROUP PLC (JHG)?
Nelson Peltz first invested in JANUS HENDERSON GROUP PLC (JHG) in 2020 Q2 at the reported quarter-end price of $21.16 per share.
What's the cost basis of Trian Fund Management's JHG stake?
The estimated cost basis for JANUS HENDERSON GROUP PLC (JHG) stake is around $29.77 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $29.76
- Weighted AVG sell price:
- $48.63
Nelson Peltz's historical trades in JANUS HENDERSON GROUP PLC
8 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
31.53%
|
25,654,382
|
$52.00
|
$1,334,027,864
|
-19.50% (-6,213,418)
|
-8.37%
|
|
2022 Q1
|
18.69%
|
31,867,800
|
$35.02
|
$1,116,010,000
|
+12.72% (+3,595,152)
|
+2.11%
|
|
2021 Q4
|
15.90%
|
28,272,648
|
$41.94
|
$1,185,755,000
|
+19.28% (+4,570,336)
|
+2.57%
|
|
2021 Q3
|
12.18%
|
23,702,312
|
$41.33
|
$979,617,000
|
+11.68% (+2,479,228)
|
+1.27%
|
|
2021 Q2
|
9.63%
|
21,223,084
|
$38.81
|
$823,668,000
|
+29.67% (+4,856,472)
|
+2.2%
|
|
2020 Q4
|
7.87%
|
$32.51
|
-7.36% (-1,300,000)
|
|||
|
2020 Q3
|
6.34%
|
$21.72
|
+97.78% (+8,734,262)
|
|||
|
2020 Q2
|
3.42%
|
$21.16
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.