Nelson Peltz Portfolio Holdings by Sector
Trian Fund Management, L.P.
- $3.49 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Asset Management | Financial Services
JHG IVZ 2 stocks |
$1.75 Million
50.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$1.21 Million
34.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
WEN 1 stocks |
$278,803
7.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FERG 1 stocks |
$243,974
6.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|