Nelson Peltz Portfolio Holdings

Trian Fund Management, L.P.

  • $3.2 Billion
  • Q3 2024

Trian Fund Management, L.P., under direction of Nelson Peltz has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.2 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Henderson Group PLC with a value of $1.21B, General Electric CO with a value of $760M, Wendy'S CO with a value of $535M, Invesco Ltd. with a value of $407M, and Ferguson PLC with a value of $252M.

Examining the 13F form we can see an decrease of $134M in the current position value, from $3.34B to 3.2B.

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 $3.2 Billion
Financial Services: $1.62 Billion
Industrials: $1.05 Billion
Consumer Cyclical: $535 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.05B
$1.21 Billion 37.89% of portfolio
31,867,800
Q1 2022 Added 12.72%
$184B
$760 Million 23.73% of portfolio
4,030,213
Q4 2023 Added 0.01%
$3.54B
$535 Million 16.7% of portfolio
30,512,595
Q3 2024 Reduced 3.16%
$7.88B
$407 Million 12.71% of portfolio
23,173,442
Q3 2024 Reduced 14.88%
$37.1B
$252 Million 7.88% of portfolio
1,270,810
Q3 2024 Reduced 34.96%
$1.39B
$34.8 Million 1.09% of portfolio
449,595
Q3 2024 Added 15.37%
-
$0 0.0% of portfolio
-
Q3 2024 Added 15.37%
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 11
  • Current Value $3.2 Billion
  • Prior Value $3.34 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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