Nelson Peltz Portfolio Holdings

Trian Fund Management, L.P.

  • $7.51 Billion
  • Q1 2024

Trian Fund Management, L.P., under direction of Nelson Peltz has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $7.51 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walt Disney CO with a value of $3.96B, Janus Henderson Group PLC with a value of $1.05B, General Electric CO with a value of $707M, Wendy'S CO with a value of $593M, and Invesco Ltd. with a value of $563M.

Examining the 13F form we can see an increase of $1B in the current position value, from $6.51B to 7.51B.

Trian Fund Management, L.P. is based out at New York, NY

Below you can find more details about Nelson Peltz portfolio as well as his latest detailed transactions.

Portfolio value $7.51 Billion
Communication Services: $3.96 Billion
Financial Services: $1.61 Billion
Industrials: $1.25 Billion
Consumer Cyclical: $593 Million
Consumer Defensive: $99.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$186B
$3.96 Billion 52.67% of portfolio
32,337,856
Q4 2023 Reduced 1.61%
$5.62B
$1.05 Billion 13.95% of portfolio
31,867,800
Q1 2022 Added 12.72%
$179B
$707 Million 9.42% of portfolio
4,030,213
Q4 2023 Added 0.01%
$3.55B
$593 Million 7.89% of portfolio
31,467,150
Q4 2023 Reduced 5.65%
$6.86B
$563 Million 7.5% of portfolio
33,940,096
Q1 2023 Reduced 39.13%
$40.8B
$545 Million 7.25% of portfolio
2,493,687
Q1 2024 Reduced 40.49%
$37.2B
$99.3 Million 1.32% of portfolio
1,223,500
Q3 2023 New
Ge Health Care Technologies Inc.
-
$0 0.0% of portfolio
-
Q4 2023 Added 0.0%
The Allstate Corporation
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 19.9%
Nelson Peltz

Nelson Peltz

Nelson Peltz is the co-founder and CEO of Trian Fund Management, a successful investment firm that focuses on value investing. Peltz is known for his expertise in value investing and his activism in pushing for change at the companies in which he invests. He has been involved in a number of successful investments over the course of his career.
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Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $7.51 Billion
  • Prior Value $6.51 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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