Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $3.74B≈ (-$145M≈)
- Previous value:
- $3.88B≈
- # of changes:
- 3
- New positions:
- 0
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 15 May 2025
Trian Fund Management has disclosed a total of 3 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 2 position(s).
What stocks did Nelson Peltz buy in 2025 Q1?
During 2025 Q1 Nelson Peltz has bought () THE ALLSTATE CORP (added shares +3.56%).
In the 2025 Q1 report(s) the following change has been made to the top investments: (WEN) The Wendys Co (reduced shares -0.33%).
Warning: SEC insider reports detected for Trian Fund Management (real-time trades and ownership disclosures)
6 transactions as of 3 weeks ago
3 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
THE ALLSTATE CORP
|
+3.56%
|
+10,928
|
317,650
|
+0.06%
|
$207.07
|
|
1.76%
|
2023 Q3
|
≈ 1.75 years
|
|
|
|
The Wendys Co
|
-0.33%
|
-101,346
|
30,423,683
|
-0.04%
|
$14.63
|
-46.07%($7.89)
|
11.91%
|
2013 Q2 or earlier
|
≈ 12.00+ years
|
|
|
|
Ferguson Plc
|
-18.47%
|
-228,509
|
1,008,765
|
-0.94%
|
$160.23
|
+45.47%($233.09)
|
4.33%
|
2021 Q1
|
≈ 4.25 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.