Nelson Peltz Portfolio Holdings by Sector
Trian Fund Management, L.P.
- $3.11 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Asset Management | Financial Services
JHG IVZ 2 stocks |
$1.47 Million
47.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$1.04 Million
33.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
WEN 1 stocks |
$347,565
11.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FERG 1 stocks |
$236,554
7.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
UHAL 1 stocks |
$21,397
0.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|