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 (2026 Q1) SEC report(s): increased the number of shares of 1 and bought 1 totally new position(s).

What stocks is Nelson Peltz buying now?

In the recent quarter Nelson Peltz has purchased 2 securities: (MICC) MAGNUM ICE CREAM CO NV/THE (new buy) and (WEN) WENDY'S CO/THE (added shares +0.02%).

What does Nelson Peltz invest in?

Nelson Peltz's top 5 holdings (by % of portfolio) are (JHG) JANUS HENDERSON GROUP PLC (42.41%), (GE) GENERAL ELECTRIC CO (29.63%), (SOLV) SOLVENTUM CORP (13.93%), (FERG) FERGUSON PLC (6.57%) and (WEN) WENDY'S CO/THE (5.48%).

In the latest report(s) the following change has been made to the top investments: (WEN) WENDY'S CO/THE (added shares +0.02%).

2014 Q4 (2 results)
1715651D
+249.33%
+17,353,207
+13.60%
$73.94
-
19.06%
MDLZ
+10.92%
+4,557,171
+1.76%
$36.33
74.43% $63.36
17.83%
2014 Q3 (6 results)
BK
+51.21%
+9,786,796
+4.98%
$38.73
260.83% $139.75
14.71%
PEP
+38.08%
+4,927,178
+6.03%
$93.09
54.40% $143.73
21.86%
1715651D
+13.33%
+818,513
+0.77%
$71.76
-
6.56%
2IS
+7.03%
+842,137
+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
15.35% $42.92
3.31%
2014 Q2 (7 results)
BK
+104.83%
+9,780,613
+5.39%
$37.48
272.87% $139.75
10.54%
TIF
+6.17%
+780
+0.00%
$100.28
-
0.02%
PEP
+4.16%
+517,107
+0.68%
$89.34
60.88% $143.73
17.01%
MDLZ
+0.01%
+3,861
+0.00%
$37.61
68.47% $63.36
23.10%
2IS
-0.01%
-1,144
-0.00%
$62.51
-
11.02%
ALLE
-44.02%
-1,301,500
-1.09%
$56.68
135.90% $133.71
1.38%
GNCIQ
-100.00%
-359,254
-0.23%
$44.02
-
0.00%
2014 Q1 (10 results)
BK
buy
+9,330,230
+5.40%
$35.29
296.00% $139.75
5.40%
1715651D
+6.28%
+362,961
+0.40%
$67.10
-
6.76%
MDLZ
+0.64%
+264,915
+0.15%
$34.55
83.39% $63.36
23.65%
PEP
+0.59%
+73,000
+0.10%
$83.50
72.13% $143.73
17.01%
FDO
+0.02%
+1,389
+0.00%
$58.01
-
7.96%
2IS
+0.02%
+2,382
+0.00%
$57.24
-
11.25%
GNCIQ
-0.11%
-400
-0.00%
$44.02
-
0.00%
LAZ
-1.43%
-95,840
-0.07%
$47.09
8.86% $42.92
5.10%
WEN
-21.93%
-18,200,000
-2.72%
$9.12
25.55% $6.79
9.69%
ALLE
-25.94%
-1,035,667
-0.89%
$52.17
156.30% $133.71
2.53%
2013 Q4 (6 results)
ALLE
buy
+3,992,555
+2.97%
$44.19
202.58% $133.71
2.97%
TIF
+18.60%
+1,981
+0.00%
$92.78
-
0.02%
MDLZ
+1.29%
+526,228
+0.31%
$35.30
79.49% $63.36
24.68%
PEP
+0.64%
+78,500
+0.11%
$82.94
73.29% $143.73
17.27%
2IS
-7.18%
-926,318
-0.96%
$61.60
-
12.44%
GNCIQ
-53.71%
-417,244
-0.41%
$58.45
-
0.35%
2013 Q3 (4 results)
LM
+0.02%
+2,156
+0.00%
$33.44
-
7.89%
2IS
-4.21%
-566,674
-0.67%
$64.94
-
15.35%
STT
-100.00%
-1,862,816
-2.22%
$65.21
152.80% $164.85
0.00%
BID
-100.00%
-2,074,182
-1.44%
$37.91
-
0.00%
35 of 314

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.