Nelson Peltz's Portfolio

Trian Fund Management 13F holdings

What is Nelson Peltz's portfolio?

Trian Fund Management has disclosed a total of 7 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $4,107,246,762.

What stocks does Nelson Peltz own?

In Nelson Peltz's portfolio as of 30 Sep 2025, the top 5 holdings are (JHG) JANUS HENDERSON GROUP PLC (34.53%), (GE) GENERAL ELECTRIC CO (29.52%), (SOLV) SOLVENTUM CORP (15.04%), (IVZ) INVESCO LTD (8.17%) and (WEN) WENDY'S CO/THE (6.79%).

To see the historical data of Trian Fund Management's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Trian Fund Management's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $4,107M+
Period: 2025 Q3
Number of stock: 7
Update: 14 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
FERG
FERGUSON PLC
5.94%
1,086,357
$224.58
2.23% $229.58
$243,974,055
GEHCV
GE HEALTHCARE INC-W/I
0.01%
4,029
$75.10
-
$302,578
GE
GENERAL ELECTRIC CO
29.52%
4,030,213
$300.82
-
$1,212,368,675
IVZ
INVESCO LTD
8.17%
14,628,455
$22.94
19.22% $27.35
$335,576,758
JHG
JANUS HENDERSON GROUP PLC
34.54%
31,867,800
$44.51
16.29% $51.76
$1,418,435,778
SOLV
SOLVENTUM CORP
15.04%
8,462,819
$73.00
10.97% $81.01
$617,785,787
WEN
WENDY'S CO/THE
6.79%
30,437,023
$9.16
26.75% $6.71
$278,803,131
+0.01% (+2,229)
+0.00%
7 of 7

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
UHAL
AMERCO
353,335
-0.52%
UHAL.B
U-HAUL HOLDING CO-NON VOTING
338,031
-0.45%

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.