Trian Fund Management, L.P., under direction of Nelson Peltz has filed its 13F form on February 14, 2024 for Q4 2023 where it was disclosed a total value porftolio of $6.51 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 $2.92B, Janus Henderson Group PLC with a value of $961M, Ferguson PLC with a value of $809M, Wendy'S CO with a value of $613M, and Invesco Ltd. with a value of $605M.

Examining the 13F form we can see an increase of $435M in the current position value, from $6.08B to 6.51B.

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 $6.51 Billion
Communication Services: $2.92 Billion
Financial Services: $1.57 Billion
Industrials: $1.32 Billion
Consumer Cyclical: $613 Million
Consumer Defensive: $89.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
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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  • Portfolio
  • No. of Stocks 12
  • Current Value $6.51 Billion
  • Prior Value $6.08 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 14, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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