Nelson Peltz Holdings Activity

Trian Fund Management Portfolio 13F

Trian Fund Management has disclosed a total of 5 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 4 and decreased the number of shares of 1 position(s).

What stocks is Nelson Peltz buying now?

In the recent quarter Nelson Peltz has purchased 4 securities: (SOLV) SOLVENTUM CORP (added shares +18.76%), (UHAL) AMERCO (added shares +45.02%), (UHAL.B) U-HAUL HOLDING CO-NON VOTING (added shares +7.21%) and (WEN) WENDY'S CO/THE (added shares +0.04%).

What does Nelson Peltz invest in?

Nelson Peltz's top 5 holdings (by % of portfolio) are (JHG) JANUS HENDERSON GROUP PLC (35.47%), (GE) GENERAL ELECTRIC CO (17.59%), (SOLV) SOLVENTUM CORP (14.63%), (WEN) WENDY'S CO/THE (13.02%) and (IVZ) INVESCO LTD (10.6%).

In the latest report(s) the following changes have been made to the top investments: (SOLV) SOLVENTUM CORP (added shares +18.76%) and (WEN) WENDY'S CO/THE (added shares +0.04%).

2015 Q3 (10 results)
CC
buy
+4,879,376
+0.27%
$6.47
75.58% $11.36
0.00%
SYY
+305.28%
+31,194,482
+10.38%
$38.97
84.09% $71.74
13.78%
PNR
+91.57%
+6,216,586
+2.71%
$51.04
57.45% $80.36
5.67%
GE
+82.51%
+5,117,895
+8.81%
$201.76
9.90% $181.79
19.50%
1715651D
+5.04%
+947,682
+0.51%
$48.20
-
10.62%
BK
+0.01%
+3,064
+0.00%
$39.15
94.99% $76.34
10.10%
MDLZ
+0.00%
+34
+0.00%
$41.87
60.78% $67.32
17.16%
WEN
-24.49%
-9,527,071
-0.98%
$8.65
46.59% $12.68
3.01%
2IS
-61.10%
-4,453,828
-1.93%
$50.77
-
0.00%
FDO
-100.00%
-3,035
-0.00%
$78.83
-
0.00%
2015 Q2 (9 results)
PNR
buy
+6,788,791
+4.51%
$68.75
16.89% $80.36
4.51%
GE
buy
+4,838,183
+12.74%
$212.56
14.48% $181.79
12.74%
SYY
buy
+8,123,642
+3.56%
$36.10
98.73% $71.74
3.56%
TIF
+6.32%
+848
+0.00%
$91.80
-
0.01%
MDLZ
+0.01%
+3,188
+0.00%
$41.14
63.64% $67.32
19.09%
LM
-14.34%
-1,848,068
-0.92%
$51.53
-
5.50%
2IS
-14.95%
-1,281,163
-0.83%
$67.42
-
4.75%
WEN
-16.63%
-10,775,664
-1.17%
$11.28
12.41% $12.68
5.89%
ALLE
-100.00%
-1,465,018
-0.98%
$61.17
106.55% $126.35
0.00%
2015 Q1 (7 results)
BK
+4.60%
+1,328,000
+0.62%
$40.24
89.71% $76.34
14.21%
MDLZ
+3.73%
+1,474,953
+0.73%
$36.09
86.53% $67.32
20.25%
PEP
+2.52%
+450,380
+0.50%
$95.62
49.38% $142.84
20.46%
1715651D
+1.03%
+250,000
+0.21%
$71.47
-
20.51%
2IS
-33.15%
-4,250,758
-3.38%
$68.08
-
6.82%
FDO
-99.96%
-7,275,555
-7.75%
$79.37
-
0.00%
LAZ
-100.00%
-4,551,073
-2.91%
$50.03
28.96% $35.54
0.00%
2014 Q4 (2 results)
1715651D
+249.33%
+16,138,482
+13.60%
$73.94
-
19.06%
MDLZ
+10.92%
+4,557,171
+1.76%
$36.33
85.33% $67.32
17.83%
2014 Q3 (6 results)
BK
+51.21%
+9,688,928
+4.98%
$38.73
97.11% $76.34
14.71%
PEP
+38.08%
+4,927,178
+6.03%
$93.09
53.44% $142.84
21.86%
1715651D
+13.33%
+818,513
+0.77%
$71.76
-
6.56%
2IS
+7.03%
+821,083
+0.62%
$56.36
-
9.50%
LM
+0.01%
+1,471
+0.00%
$51.16
-
8.67%
LAZ
-24.71%
-1,632,689
-1.09%
$50.70
29.90% $35.54
3.31%
2014 Q2 (7 results)
BK
+104.83%
+9,780,613
+5.39%
$37.48
103.68% $76.34
10.54%
TIF
+6.17%
+780
+0.00%
$100.28
-
0.02%
PEP
+4.16%
+517,107
+0.68%
$89.34
59.88% $142.84
17.01%
MDLZ
+0.01%
+2,007
+0.00%
$37.61
78.99% $67.32
23.10%
2IS
-0.01%
-1,144
-0.00%
$62.51
-
11.02%
ALLE
-44.02%
-657,257
-1.09%
$56.68
122.92% $126.35
1.38%
GNCIQ
-100.00%
-202,978
-0.23%
$44.02
-
0.00%
41 of 297

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.