Nelson Peltz's Portfolio

Trian Fund Management 13F holdings

What is Nelson Peltz's portfolio?

Trian Fund Management has disclosed a total of 8 security holdings in their (2023 Q4) SEC 13F filing(s) with portfolio value of $6,615,761,025.

What stocks does Nelson Peltz own?

In Nelson Peltz's portfolio as of 31 Dec 2023, the top 5 holdings are (DIS) WALT DISNEY CO/THE (44.13%), (JHG) JANUS HENDERSON GROUP PLC (14.52%), (FERG) FERGUSON PLC (12.23%), (WEN) WENDY'S CO/THE (9.27%) and (IVZ) INVESCO LTD (9.15%).

To see the historical data of Trian Fund Management's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see Trian Fund Management's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $6,615M+
Period: 2023 Q4
Number of stock: 8
Update: 14 Feb 2024
WEN
9.27%
31,467,150
$19.48
2.98% $18.90
$612,980,082
-5.65% (-1,883,593)
-0.55%
DIS
44.13%
32,337,856
$90.29
34.34% $121.30
$2,919,785,018
-1.61% (-530,451)
-0.72%
SYY
1.35%
1,223,500
$73.13
12.32% $82.14
$89,474,555
JHG
14.52%
31,867,800
$30.15
9.52% $33.02
$960,814,170
IVZ
9.15%
33,940,096
$17.84
6.95% $16.60
$605,491,313
GE
7.78%
4,030,213
$127.63
39.09% $177.52
$514,376,085
+0.01% (+373)
+0.00%
GEHCV
1.57%
1,342,833
$77.32
27.57% $56.00
$103,827,848
+0.00% (+3)
+0.00%
FERG
12.23%
4,190,252
$193.07
13.52% $219.18
$809,011,954
-22.62% (-1,224,966)
-3.57%
8 of 8

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.