Nelson Peltz's Portfolio

Trian Fund Management 13F holdings

What is Nelson Peltz's portfolio?

Trian Fund Management has disclosed a total of 9 security holdings in their (2024 Q4) SEC 13F filing(s) with portfolio value of $3,821,372,672.

What stocks does Nelson Peltz own?

In Nelson Peltz's portfolio as of 31 Dec 2024, the top 5 holdings are (JHG) JANUS HENDERSON GROUP PLC (35.47%), (GE) GENERAL ELECTRIC CO (17.59%), (SOLV) SOLVENTUM CORP (14.63%), (WEN) WENDY'S CO/THE (13.02%) and (IVZ) INVESCO LTD (10.60%).

To see the historical data of Trian Fund Management's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see Trian Fund Management's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $3,821M+
Period: 2024 Q4
Number of stock: 9
Update: 14 Feb 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
UHAL
AMERCO
1.18%
652,000
$69.09
12.29% $60.60
$45,046,680
+45.02% (+202,405)
+0.37%
FERG
FERGUSON PLC
5.62%
1,237,274
$173.57
5.37% $164.25
$214,753,648
-2.64% (-33,536)
-0.15%
GEHCV
GE HEALTHCARE INC-W/I
0.01%
4,029
$78.18
28.37% $56.00
$314,987
GE
GENERAL ELECTRIC CO
17.59%
4,030,213
$166.79
8.99% $181.79
$672,199,226
IVZ
INVESCO LTD
10.60%
23,173,442
$17.48
26.77% $12.80
$405,071,766
JHG
JANUS HENDERSON GROUP PLC
35.47%
31,867,800
$42.53
27.77% $30.72
$1,355,337,534
SOLV
SOLVENTUM CORP
14.63%
8,462,819
$66.06
0.30% $66.26
$559,053,823
+18.76% (+1,336,564)
+2.31%
UHAL.B
U-HAUL HOLDING CO-NON VOTING
1.89%
1,124,700
$64.05
15.86% $53.89
$72,037,035
+7.21% (+75,645)
+0.13%
WEN
WENDY'S CO/THE
13.02%
30,525,029
$16.30
22.21% $12.68
$497,557,973
+0.04% (+12,434)
+0.01%
9 of 9

Shares, change to shares, sold shares - 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.