Nelson Peltz Portfolio Holdings

Trian Fund Management, L.P.

  • $3.34 Billion
  • Q2 2024

Trian Fund Management, L.P., under direction of Nelson Peltz has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.34 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Henderson Group PLC with a value of $1.07B, General Electric CO with a value of $641M, Wendy'S CO with a value of $534M, Invesco Ltd. with a value of $407M, and Ferguson PLC with a value of $378M.

Examining the 13F form we can see an decrease of $4.18B in the current position value, from $7.51B to 3.34B.

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 $3.34 Billion
Financial Services: $1.48 Billion
Industrials: $1.06 Billion
Consumer Cyclical: $534 Million
Communication Services: $263 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.43B
$24.1 Million 0.72% of portfolio
389,700
Q2 2024 New
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 14
  • Current Value $3.34 Billion
  • Prior Value $7.51 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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