Nelson Peltz Portfolio Holdings by Sector
Trian Fund Management, L.P.
- $3.19 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Asset Management | Financial Services
JHG IVZ 2 stocks |
$1.76 Million
55.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$672,199
21.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
WEN 1 stocks |
$497,557
15.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FERG 1 stocks |
$214,753
6.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
UHAL 1 stocks |
$45,046
1.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|