Nelson Peltz Holdings Activity

Trian Fund Management Portfolio 13F

Trian Fund Management has disclosed a total of 2 changes to the portfolio in the latest (2025 Q1) SEC report(s): decreased the number of shares of 2 position(s).

What stocks is Nelson Peltz buying now?

In the recent quarter Nelson Peltz has not purchased any securities.

What does Nelson Peltz invest in?

Nelson Peltz's top 5 holdings (by % of portfolio) 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%).

In the latest report(s) the following change has been made to the top investments: (WEN) WENDY'S CO/THE (reduced shares -0.33%).

2020 Q3 (3 results)
CMCSA
+118.30%
+7,833,960
+6.47%
$46.26
25.36% $34.53
11.95%
JHG
+97.78%
+8,734,262
+3.13%
$21.72
69.06% $36.72
6.34%
IVZ
+66.79%
+14,712,352
+2.77%
$11.41
29.80% $14.81
6.93%
2020 Q2 (5 results)
CMCSA
buy
+7,159,000
+5.05%
$38.98
11.42% $34.53
5.05%
IVZ
buy
+20,705,371
+4.29%
$10.76
37.64% $14.81
4.29%
JHG
buy
+8,932,350
+3.42%
$21.16
73.53% $36.72
3.42%
SYY
+2.97%
+672,033
+0.70%
$54.66
36.63% $74.68
24.10%
MDLZ
+0.02%
+3,473
+0.00%
$51.13
33.60% $68.31
14.66%
2020 Q1 (2 results)
NVT
+0.03%
+3,860
+0.00%
$16.87
316.48% $70.26
3.30%
GE
+0.02%
+633
+0.00%
$63.52
276.84% $239.37
7.35%
2019 Q4 (3 results)
SYY
+0.02%
+2,406
+0.00%
$85.54
12.70% $74.68
21.35%
GE
+0.00%
+5
+0.00%
$89.28
168.11% $239.37
7.56%
MDLZ
+0.00%
+25
+0.00%
$55.08
24.02% $68.31
10.93%
2019 Q3 (4 results)
LM
+0.10%
+2,318
+0.00%
$38.19
-
1.55%
GE
+0.01%
+1,203
+0.00%
$71.52
234.69% $239.37
5.99%
MDLZ
+0.00%
+42
+0.00%
$55.32
23.48% $68.31
10.87%
PG
+0.00%
+8
+0.00%
$124.38
27.90% $159.08
47.56%
2019 Q2 (3 results)
LM
buy
+2,462,386
+1.57%
$38.28
-
1.57%
SYY
+2.11%
+489,566
+0.37%
$70.72
5.60% $74.68
17.67%
MDLZ
+0.02%
+3,406
+0.00%
$53.90
26.73% $68.31
10.71%
2019 Q1 (3 results)
NVT
+0.03%
+5,775
+0.00%
$26.98
160.42% $70.26
5.07%
GE
+0.01%
+581
+0.00%
$79.92
199.51% $239.37
7.58%
MDLZ
+0.00%
+34
+0.00%
$49.92
36.84% $68.31
10.06%
2018 Q4 (5 results)
PPG
+69.18%
+2,866,150
+3.17%
$102.23
6.30% $108.67
7.76%
PG
+0.01%
+2,145
+0.00%
$91.92
73.06% $159.08
37.73%
BK
+0.00%
+181
+0.00%
$47.07
94.65% $91.62
8.22%
GE
+0.00%
+9
+0.00%
$60.56
295.26% $239.37
5.81%
MDLZ
+0.00%
+63
+0.00%
$40.03
70.65% $68.31
8.16%
2018 Q3 (3 results)
PPG
+59.75%
+1,549,742
+1.64%
$109.13
0.42% $108.67
4.37%
GE
+0.01%
+393
+0.00%
$90.32
165.02% $239.37
7.74%
MDLZ
+0.00%
+93
+0.00%
$42.96
59.01% $68.31
7.82%
2018 Q2 (5 results)
NVT
buy
+17,562,998
+4.28%
$25.10
179.92% $70.26
4.28%
PPG
buy
+2,593,520
+2.61%
$103.73
4.76% $108.67
2.61%
MDLZ
+0.02%
+4,620
+0.00%
$41.00
66.61% $68.31
7.49%
BK
+0.01%
+2,346
+0.00%
$53.93
69.89% $91.62
8.45%
GE
+0.01%
+744
+0.00%
$108.88
119.85% $239.37
9.36%
2018 Q1 (3 results)
BK
+2.28%
+360,164
+0.19%
$51.53
77.80% $91.62
8.39%
SYY
+0.77%
+283,519
+0.21%
$59.96
24.55% $74.68
27.12%
GE
+0.00%
+345
+0.00%
$107.84
121.97% $239.37
9.63%
2017 Q4 (2 results)
PNR
+1.39%
+184,516
+0.13%
$70.62
37.74% $97.27
9.21%
SYY
+0.01%
+6,528
+0.00%
$60.73
22.97% $74.68
22.86%
2017 Q3 (4 results)
DWDP
buy
+12,526,545
+6.68%
$69.23
-
0.00%
SYY
+1.18%
+517,939
+0.22%
$53.95
38.42% $74.68
18.49%
PG
+0.79%
+268,431
+0.21%
$90.98
74.85% $159.08
26.56%
MDLZ
+0.00%
+78
+0.00%
$40.66
68.00% $68.31
13.31%
2017 Q2 (5 results)
PNR
+6.02%
+819,630
+0.43%
$66.54
46.18% $97.27
7.62%
GE
+2.72%
+234,250
+0.38%
$216.08
10.78% $239.37
14.42%
PG
+2.43%
+893,157
+0.59%
$87.15
82.54% $159.08
24.71%
BK
+0.01%
+2,833
+0.00%
$51.02
79.58% $91.62
12.45%
SYY
+0.00%
+750
+0.00%
$50.33
48.38% $74.68
16.68%
50 of 161

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.