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 (2025 Q1) SEC 13F filing(s) with portfolio value of $3,669,954,520.

What stocks does Nelson Peltz own?

In Nelson Peltz's portfolio as of 31 Mar 2025, the top 5 holdings are (JHG) JANUS HENDERSON GROUP PLC (31.39%), (GE) GENERAL ELECTRIC CO (21.98%), (SOLV) SOLVENTUM CORP (17.53%), (WEN) WENDY'S CO/THE (12.13%) and (IVZ) INVESCO LTD (9.58%).

To see the historical data of Trian Fund Management's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see Trian Fund Management's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $3,669M+
Period: 2025 Q1
Number of stock: 9
Update: 15 May 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
UHAL
AMERCO
1.16%
652,000
$65.36
1.67% $64.27
$42,614,720
FERG
FERGUSON PLC
4.40%
1,008,765
$160.23
13.62% $182.05
$161,634,416
-18.47% (-228,509)
-1.00%
GEHCV
GE HEALTHCARE INC-W/I
0.01%
4,029
$80.71
30.62% $56.00
$325,181
GE
GENERAL ELECTRIC CO
21.98%
4,030,213
$200.15
17.54% $235.26
$806,647,132
IVZ
INVESCO LTD
9.58%
23,173,442
$15.17
0.07% $15.16
$351,541,115
JHG
JANUS HENDERSON GROUP PLC
31.39%
31,867,800
$36.15
5.17% $38.02
$1,152,020,970
SOLV
SOLVENTUM CORP
17.53%
8,462,819
$76.04
1.76% $74.70
$643,512,757
UHAL.B
U-HAUL HOLDING CO-NON VOTING
1.81%
1,124,700
$59.18
4.17% $56.71
$66,559,746
WEN
WENDY'S CO/THE
12.13%
30,423,683
$14.63
16.27% $12.25
$445,098,483
-0.33% (-101,346)
-0.04%
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.