Nelson Peltz Portfolio Holdings

Trian Fund Management, L.P.

  • $3.49 Billion
  • Q3 2025

Trian Fund Management, L.P., under direction of Nelson Peltz has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.49 Billion distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Henderson Group PLC with a value of $1.42B, General Electric CO with a value of $1.21B, Invesco Ltd. with a value of $336M, Wendy'S CO with a value of $279M, and Ferguson PLC with a value of $244M.

Examining the 13F form we can see an increase of $378M in the current position value, from $3.11B to 3.49B.

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 $3.49 Billion
Financial Services: $1.75 Billion
Industrials: $1.46 Billion
Consumer Cyclical: $279 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.17B
$1.42 Billion 40.65% of portfolio
31,867,800
Q1 2022 Added 12.72%
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 8
  • Current Value $3.49 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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