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Nelson Peltz

Trian Fund Management

Trian Fund Management Portfolio 13F

Nelson Peltz Holdings Activity

Portfolio value:
$3.79B≈ (+$56M≈)
Previous value:
$3.74B≈
# of changes:
6
New positions:
0
Reported for:
30 Jun 2025 (Q2)
Latest filing date:
14 Aug 2025
Trian Fund Management has disclosed a total of 6 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 4 position(s).

What stocks did Nelson Peltz buy in 2025 Q2?

During 2025 Q2 Nelson Peltz has purchased 2 securities: (WEN) The Wendys Co (added shares +0.04%) and (FERG) Ferguson Plc (added shares +7.69%).

What did Nelson Peltz invest in during 2025 Q2?

Nelson Peltz's top 5 holdings (by % of portfolio) were (JHG) JANUS HENDERSON GROUP PLC (32.64%), (GE) GE Aerospace (27.36%), (SOLV) Solventum Corp (16.93%), (WEN) The Wendys Co (9.17%) and (FERG) Ferguson Plc (6.24%).
In the 2025 Q2 report(s) the following changes have been made to the top investments: (WEN) The Wendys Co (added shares +0.04%) and (FERG) Ferguson Plc (added shares +7.69%).

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*
Ferguson Plc FERG
Ferguson Plc
+7.69%
+77,592
1,086,357
+0.45%
$217.75
+7.04%($233.09)
6.24%
2021 Q1
≈ 4.50 years
The Wendys Co WEN
The Wendys Co
+0.04%
+11,111
30,434,794
+0%
$11.42
-30.91%($7.89)
9.17%
2013 Q2 or earlier
≈ 12.25+ years
INVESCO LTD IVZ
INVESCO LTD
-36.87%
-8,544,987
14,628,455
-3.61%
$15.77
+88.65%($29.75)
6.08%
2020 Q2
≈ 5.25 years
U-Haul Holding Company UHAL
U-Haul Holding Company
-45.81%
-298,665
353,335
-0.48%
$60.56
+18.28%($71.63)
0.56%
2024 Q2
≈ 1.25 years
THE ALLSTATE CORP
-68.53%
-217,695
99,955
-1.17%
$201.31
0.53%
2023 Q3
≈ 2.00 years
U-Haul Holding Company UHAL-B
U-Haul Holding Company
-69.94%
-786,669
338,031
-1.14%
$54.37
+15.47%($62.78)
0.48%
2024 Q2
≈ 1.25 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.