Nelson Peltz's Portfolio

Trian Fund Management 13F holdings

What is Nelson Peltz's portfolio?

Trian Fund Management has disclosed a total of 9 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $3,771,787,530.

What stocks does Nelson Peltz own?

In Nelson Peltz's portfolio as of 30 Jun 2025, the top 5 holdings are (JHG) JANUS HENDERSON GROUP PLC (32.82%), (GE) GENERAL ELECTRIC CO (27.50%), (SOLV) SOLVENTUM CORP (17.02%), (WEN) WENDY'S CO/THE (9.21%) and (FERG) FERGUSON PLC (6.27%).

To see the historical data of Trian Fund Management's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Trian Fund Management's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $3,771M+
Period: 2025 Q2
Number of stock: 9
Update: 14 Aug 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
UHAL
AMERCO
0.57%
353,335
$60.56
5.40% $57.29
$21,397,968
-45.81% (-298,665)
-0.48%
FERG
FERGUSON PLC
6.27%
1,086,357
$217.75
6.72% $232.39
$236,554,237
+7.69% (+77,592)
+0.45%
GEHCV
GE HEALTHCARE INC-W/I
0.01%
4,029
$74.07
24.40% $56.00
$298,428
GE
GENERAL ELECTRIC CO
27.50%
4,030,213
$257.39
3.59% $266.63
$1,037,336,524
IVZ
INVESCO LTD
6.12%
14,628,455
$15.77
37.16% $21.63
$230,690,735
-36.87% (-8,544,987)
-3.57%
JHG
JANUS HENDERSON GROUP PLC
32.82%
31,867,800
$38.84
13.47% $44.07
$1,237,745,352
SOLV
SOLVENTUM CORP
17.02%
8,462,819
$75.84
4.06% $72.76
$641,820,193
UHAL.B
U-HAUL HOLDING CO-NON VOTING
0.49%
338,031
$54.37
4.03% $52.18
$18,378,745
-69.94% (-786,669)
-1.13%
WEN
WENDY'S CO/THE
9.21%
30,434,794
$11.42
7.79% $10.53
$347,565,348
+0.04% (+11,111)
+0.00%
9 of 9

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.