Nelson Peltz · Trian Fund Management, L.P.
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 10 |
| Portfolio value: | $3.9B |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| JHG · Janus Henderson Group Plc | 34.93 | New | 31,867,800 | $42.53 | $1,355,337,534 | $51.69 | +21.54% | $35.56 | $53.76 |
| GEV · Ge Aerospace | 17.32 | New | 4,030,213 | $166.79 | $672,199,226 | $1040.15 | +523.63% | $408.82 | $1181.95 |
| SOLV · Solventum Corp. | 14.41 | New | 8,462,819 | $66.06 | $559,053,823 | $73.38 | +11.08% | $62.38 | $88.20 |
| 95058W100 · Wendys Co. | 12.82 | New | 30,525,029 | $16.30 | $497,557,973 | — | — | — | — |
| G491BT108 · Invesco Ltd. | 10.44 | New | 23,173,442 | $17.48 | $405,071,766 | — | — | — | — |
| FERG · Ferguson Plc New | 5.53 | New | 1,237,274 | $173.57 | $214,753,648 | $241.34 | +39.04% | $173.53 | $271.64 |
| UHAL · U Haul Holding Company | 1.86 | New | 1,124,700 | $64.05 | $72,037,035 | $52.82 | -17.53% | $41.95 | $67.64 |
| ALL · The Allstate Corporation | 1.52 | New | 306,722 | $192.79 | $59,132,934 | — | — | — | — |
| UHAL · U Haul Holding Company | 1.16 | New | 652,000 | $69.09 | $45,046,680 | $52.82 | -23.55% | $41.95 | $67.64 |
| GEHC · Ge Healthcare Technologies I | 0.01 | New | 4,029 | $78.18 | $314,987 | $63.47 | -18.82% | $58.75 | $89.77 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
4 sectors represented
Whales with similar holdings to Nelson Peltz
Ranked by number of overlapping positions in current portfolios
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