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%).

2019 Q1 (9 results)
NVT
+0.03%
+5,775
+0.00%
$26.98
177.50% $74.87
5.07%
GE
+0.01%
+581
+0.00%
$79.92
219.59% $255.42
7.58%
MDLZ
+0.00%
+34
+0.00%
$49.92
34.58% $67.18
10.06%
PG
-3.19%
-1,208,738
-1.35%
$104.05
50.94% $157.05
40.87%
WEN
-9.48%
-1,950,000
-0.57%
$17.89
38.40% $11.02
5.48%
PPG
-14.65%
-682,810
-1.24%
$112.87
3.92% $117.30
7.23%
BK
-17.96%
-2,898,936
-1.56%
$50.43
85.84% $93.72
7.15%
SYY
-18.10%
-5,121,873
-3.66%
$66.76
15.10% $76.84
16.56%
PNR
-100.00%
-6,092,309
-3.47%
$37.78
183.43% $107.08
0.00%
2018 Q4 (7 results)
PPG
+69.18%
+2,866,150
+3.17%
$102.23
14.74% $117.30
7.76%
PG
+0.01%
+2,145
+0.00%
$91.92
70.86% $157.05
37.73%
BK
+0.00%
+181
+0.00%
$47.07
99.11% $93.72
8.22%
GE
+0.00%
+9
+0.00%
$60.56
321.76% $255.42
5.81%
MDLZ
+0.00%
+63
+0.00%
$40.03
67.82% $67.18
8.16%
SYY
-24.84%
-6,500,184
-6.34%
$62.66
22.63% $76.84
19.20%
PNR
-28.71%
-2,453,664
-1.41%
$37.78
183.43% $107.08
0.00%
2018 Q3 (5 results)
PPG
+59.75%
+1,549,742
+1.64%
$109.13
7.49% $117.30
4.37%
GE
+0.01%
+393
+0.00%
$90.32
182.79% $255.42
7.74%
MDLZ
+0.00%
+93
+0.00%
$42.96
56.38% $67.18
7.82%
SYY
-11.53%
-3,630,111
-3.48%
$73.25
4.90% $76.84
26.68%
PNR
-12.39%
-1,285,660
-0.71%
$43.35
147.01% $107.08
5.05%
2018 Q2 (8 results)
PPG
buy
+2,593,520
+2.61%
$103.73
13.08% $117.30
2.61%
NVT
buy
+17,562,998
+4.28%
$25.10
198.29% $74.87
4.28%
MDLZ
+0.02%
+4,620
+0.00%
$41.00
63.85% $67.18
7.49%
GE
+0.01%
+744
+0.00%
$108.88
134.59% $255.42
9.36%
BK
+0.01%
+2,346
+0.00%
$53.93
73.78% $93.72
8.45%
SYY
-5.08%
-2,278,393
-1.51%
$68.29
12.52% $76.84
28.21%
WEN
-7.07%
-1,888,154
-0.40%
$17.18
35.86% $11.02
5.27%
PNR
-10.85%
-1,337,710
-0.68%
$42.08
154.47% $107.08
5.61%
2018 Q1 (6 results)
BK
+2.28%
+360,164
+0.19%
$51.53
81.87% $93.72
8.39%
SYY
+0.77%
+283,519
+0.21%
$59.96
28.15% $76.84
27.12%
PNR
-0.00%
-225
-0.00%
$68.13
57.17% $107.08
10.59%
GE
+0.00%
+345
+0.00%
$107.84
136.85% $255.42
9.63%
WEN
-12.81%
-5,000,000
-0.89%
$17.55
37.21% $11.02
6.03%
MDLZ
-55.72%
-20,013,521
-9.97%
$41.73
60.99% $67.18
7.92%
2017 Q4 (4 results)
PNR
+1.39%
+184,516
+0.13%
$70.62
51.63% $107.08
9.21%
SYY
+0.01%
+6,528
+0.00%
$60.73
26.53% $76.84
22.86%
BK
-29.49%
-5,873,160
-3.01%
$53.86
74.01% $93.72
7.19%
DWDP
-100.00%
-12,526,545
-7.34%
$69.23
-
0.00%
2017 Q3 (6 results)
DWDP
buy
+12,526,545
+6.68%
$69.23
-
0.00%
SYY
+1.18%
+517,939
+0.22%
$53.95
42.43% $76.84
18.49%
PG
+0.79%
+268,431
+0.21%
$90.98
72.62% $157.05
26.56%
MDLZ
+0.00%
+78
+0.00%
$40.66
65.22% $67.18
13.31%
BK
-30.89%
-10,000,000
-4.08%
$53.02
76.76% $93.72
9.14%
1715651D
-100.00%
-9,062,014
-5.84%
$80.71
-
0.00%
45 of 299

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.