Nelson Peltz Portfolio Holdings by Sector
Trian Fund Management, L.P.
- $3.34 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Asset Management | Financial Services
JHG IVZ 2 stocks |
$1.48 Million
44.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$640,682
19.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
WEN 1 stocks |
$534,373
16.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FERG 1 stocks |
$378,365
11.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$262,679
7.87% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
UHAL 1 stocks |
$24,056
0.72% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
RTO 1 stocks |
$13,935
0.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|