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Nelson Peltz

Trian Fund Management

Trian Fund Management Portfolio 13F

Nelson Peltz Holdings Activity

Portfolio value:
$3.88B≈ (-$10M≈)
Previous value:
$3.89B≈
# of changes:
6
New positions:
0
Reported for:
31 Dec 2024 (Q4)
Latest filing date:
14 Feb 2025
Trian Fund Management has disclosed a total of 6 changes to the portfolio in the (2024 Q4) SEC report(s): increased the number of shares of 4 and decreased the number of shares of 2 position(s).

What stocks did Nelson Peltz buy in 2024 Q4?

During 2024 Q4 Nelson Peltz has purchased 4 securities: (SOLV) Solventum Corp (added shares +18.76%), (WEN) The Wendys Co (added shares +0.04%), (UHAL-B) U-Haul Holding Company (added shares +7.21%) and (UHAL) U-Haul Holding Company (added shares +45.02%).

What did Nelson Peltz invest in during 2024 Q4?

Nelson Peltz's top 5 holdings (by % of portfolio) were (JHG) JANUS HENDERSON GROUP PLC (34.93%), (GE) GE Aerospace (17.32%), (SOLV) Solventum Corp (14.41%), (WEN) The Wendys Co (12.82%) and (IVZ) INVESCO LTD (10.44%).
In the 2024 Q4 report(s) the following changes have been made to the top investments: (SOLV) Solventum Corp (added shares +18.76%) and (WEN) The Wendys Co (added shares +0.04%).

Warning: SEC insider reports detected for Trian Fund Management (real-time trades and ownership disclosures)

6 transactions as of 3 weeks ago

6 results
History Ticker Name % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		Reported
price* 		% difference
current price* 		% of
portfolio 		Held since* Held for*
U-Haul Holding Company UHAL
U-Haul Holding Company
+45.02%
+202,405
652,000
+0.36%
$69.09
+3.68%($71.63)
1.16%
2024 Q2
≈ 0.75 years
Solventum Corp SOLV
Solventum Corp
+18.76%
+1,336,564
8,462,819
+2.28%
$66.06
+22.83%($81.14)
14.41%
2024 Q2
≈ 0.75 years
U-Haul Holding Company UHAL-B
U-Haul Holding Company
+7.21%
+75,645
1,124,700
+0.12%
$64.05
-1.98%($62.78)
1.86%
2024 Q2
≈ 0.75 years
The Wendys Co WEN
The Wendys Co
+0.04%
+12,434
30,525,029
+0.01%
$16.30
-51.60%($7.89)
12.82%
2013 Q2 or earlier
≈ 11.75+ years
Ferguson Plc FERG
Ferguson Plc
-2.64%
-33,536
1,237,274
-0.15%
$173.57
+34.29%($233.09)
5.53%
2021 Q1
≈ 4.00 years
THE ALLSTATE CORP
-50.00%
-306,725
306,722
-1.52%
$192.79
1.52%
2023 Q3
≈ 1.50 years
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.