Nelson Peltz Portfolio Holdings

Trian Fund Management, L.P.

  • $2.96 Billion
  • Q1 2025

Trian Fund Management, L.P., under direction of Nelson Peltz has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.96 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 $1.15B, General Electric CO with a value of $807M, Wendy'S CO with a value of $445M, Invesco Ltd. with a value of $352M, and Ferguson PLC with a value of $162M.

Examining the 13F form we can see an decrease of $230M in the current position value, from $3.19B to 2.96B.

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 $2.96 Billion
Financial Services: $1.5 Billion
Industrials: $1.01 Billion
Consumer Cyclical: $445 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.36B
$1.15 Billion 38.93% of portfolio
31,867,800
Q1 2022 Added 12.72%
$253B
$807 Million 27.26% of portfolio
4,030,213
Q4 2023 Added 0.01%
$2.55B
$445 Million 15.04% of portfolio
30,423,683
Q1 2025 Reduced 0.33%
$7.02B
$352 Million 11.88% of portfolio
23,173,442
Q3 2024 Reduced 14.88%
$38.4B
$162 Million 5.46% of portfolio
1,008,765
Q1 2025 Reduced 18.47%
$1.29B
$42.6 Million 1.44% of portfolio
652,000
Q4 2024 Added 45.02%
-
$0 0.0% of portfolio
-
Q4 2024 Added 7.21%
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 $2.96 Billion
  • Prior Value $3.19 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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