Richard PzenavsNelson Peltz

Side-by-side current 13F portfolio comparison · 2 shared positions

Whale A

Pzena Investment Management LLC

AUM

$30.8B

Positions

158

Shared %

0.1%

Whale B

Trian Fund Management, L.P.

AUM

$4.0B

Positions

Shared %

47.5%

Common holdings · 2

Stocks both whales currently hold — sorted by combined value

Stock	Richard weight	Nelson weight	Richard value	Nelson value
GEV · Ge Aerospace	0.0%	31.2%	$209K	$1.2B
SOLV · Solventum Corp.	0.1%	16.4%	$29M	$653M

Unique to Richard Pzena

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
MGA · Magna Intl Inc.	6.4%	$2.0B
CTSH · Cognizant Technology Solutio	4.0%	$1.2B
TSN · Tyson Foods Inc.	3.6%	$1.1B
BAX · Baxter Intl Inc.	3.5%	$1.1B
BMY · Bristol-Myers Squibb Co.	3.4%	$1.0B
CVS · Cvs Health Corp.	3.2%	$989M
HUM · Humana Inc.	3.1%	$949M
C · Citigroup Inc.	3.0%	$927M
SWKS · Skyworks Solutions Inc.	2.8%	$863M
COF · Capital One Financial	2.7%	$836M

Unique to Nelson Peltz

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
JHG · Janus Henderson Group Plc	38.1%	$1.5B
95058W100 · Wendys Co.	6.4%	$254M
FERG · Ferguson Plc New	6.1%	$242M
G491BT108 · Invesco Ltd.	2.0%	$78M
GEHC · Ge Healthcare Technologies I	0.0%	$332K

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★ WatchlistData from SEC EDGAR · whalstreet.com