Nelson Peltz · Trian Fund Management, L.P.
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 10 |
| Portfolio value: | $3.8B |
Viewing historical Q2 2025 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 | 32.64 | 31,867,800 | $38.84 | $1,237,745,352 | $51.69 | +33.08% | $35.56 | $53.76 | |
| GEV · Ge Aerospace | 27.36 | 4,030,213 | $257.39 | $1,037,336,524 | $1040.15 | +304.11% | $408.82 | $1181.95 | |
| SOLV · Solventum Corp. | 16.93 | 8,462,819 | $75.84 | $641,820,193 | $73.38 | -3.24% | $62.38 | $88.20 | |
| 95058W100 · Wendys Co. | 9.17 | Add 0.04% | 30,434,794 | $11.42 | $347,565,348 | — | — | — | — |
| FERG · Ferguson Plc New | 6.24 | Add 7.69% | 1,086,357 | $217.75 | $236,554,237 | $241.34 | +10.83% | $173.53 | $271.64 |
| G491BT108 · Invesco Ltd. | 6.08 | Reduce 36.87% | 14,628,455 | $15.77 | $230,690,735 | — | — | — | — |
| UHAL · U Haul Holding Company | 0.56 | Reduce 45.81% | 353,335 | $60.56 | $21,397,968 | $52.82 | -12.78% | $41.95 | $67.64 |
| ALL · The Allstate Corporation | 0.53 | Reduce 68.53% | 99,955 | $201.31 | $20,121,941 | — | — | — | — |
| UHAL · U Haul Holding Company | 0.48 | Reduce 69.94% | 338,031 | $54.37 | $18,378,745 | $52.82 | -2.85% | $41.95 | $67.64 |
| GEHC · Ge Healthcare Technologies I | 0.01 | 4,029 | $74.07 | $298,428 | $63.47 | -14.31% | $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
Articles & Commentaries
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