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%).

2014 Q1 (10 results)
BK
buy
+9,330,230
+5.40%
$35.29
165.57% $93.72
5.40%
1715651D
+6.28%
+362,961
+0.40%
$67.10
-
6.76%
MDLZ
+0.64%
+153,650
+0.15%
$34.55
94.44% $67.18
23.65%
PEP
+0.59%
+73,000
+0.10%
$83.50
61.99% $135.26
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%
-225
-0.00%
$44.02
-
0.00%
LAZ
-1.43%
-95,840
-0.07%
$47.09
10.26% $51.92
5.10%
WEN
-21.93%
-11,102,000
-2.72%
$9.12
20.83% $11.02
9.69%
ALLE
-25.94%
-1,035,667
-0.89%
$52.17
185.24% $148.81
2.53%
2013 Q4 (6 results)
ALLE
buy
+3,992,555
+2.97%
$44.19
236.75% $148.81
2.97%
TIF
+18.60%
+1,981
+0.00%
$92.78
-
0.02%
MDLZ
+1.29%
+526,228
+0.31%
$35.30
90.31% $67.18
24.68%
PEP
+0.64%
+78,500
+0.11%
$82.94
63.08% $135.26
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%
+1,509
+0.00%
$33.44
-
7.89%
2IS
-4.21%
-566,674
-0.67%
$64.94
-
15.35%
BID
-100.00%
-2,074,182
-1.44%
$37.91
-
0.00%
STT
-100.00%
-1,862,816
-2.22%
$65.21
68.01% $109.56
0.00%
20 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.