Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $4.11B≈ (+$315M≈)
- Previous value:
- $3.79B≈
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 14 Nov 2025
Trian Fund Management has disclosed a total of 4 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 1 and completely sold out 3 position(s).
What stocks did Nelson Peltz buy in 2025 Q3?
During 2025 Q3 Nelson Peltz has bought (WEN) The Wendys Co (added shares +0.01%).
In the 2025 Q3 report(s) the following change has been made to the top investments: (WEN) The Wendys Co (added shares +0.01%).
Warning: SEC insider reports detected for Trian Fund Management (real-time trades and ownership disclosures)
6 transactions as of 3 weeks ago
4 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 Wendys Co
|
+0.01%
|
+2,229
|
30,437,023
|
+0%
|
$9.16
|
-13.86%($7.89)
|
6.79%
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
|
|
|
U-Haul Holding Company
|
-100%
|
-353,335
|
0
|
-0.56%
|
$60.56
|
+18.28%($71.63)
|
0.00%
|
2024 Q2
|
≈ 1.25 years
|
|
|
|
U-Haul Holding Company
|
-100%
|
-338,031
|
0
|
-0.48%
|
$54.37
|
+15.47%($62.78)
|
0.00%
|
2024 Q2
|
≈ 1.25 years
|
|
|
|
THE ALLSTATE CORP
|
-100%
|
-99,955
|
0
|
-0.53%
|
$201.31
|
|
0.00%
|
2023 Q3
|
≈ 2.00 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.