Nelson Peltz · Trian Fund Management, L.P.
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 7 |
| Portfolio value: | $4.1B |
Viewing historical Q3 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 | 34.53 | 31,867,800 | $44.51 | $1,418,435,778 | $51.69 | +16.13% | $35.56 | $53.76 | |
| GEV · Ge Aerospace | 29.52 | 4,030,213 | $300.82 | $1,212,368,675 | $1040.15 | +245.77% | $408.82 | $1181.95 | |
| SOLV · Solventum Corp. | 15.04 | 8,462,819 | $73.00 | $617,785,787 | $73.38 | +0.52% | $62.38 | $88.20 | |
| G491BT108 · Invesco Ltd. | 8.17 | 14,628,455 | $22.94 | $335,576,758 | — | — | — | — | |
| 95058W100 · Wendys Co. | 6.79 | Add 0.01% | 30,437,023 | $9.16 | $278,803,131 | — | — | — | — |
| FERG · Ferguson Plc New | 5.94 | 1,086,357 | $224.58 | $243,974,055 | $241.34 | +7.46% | $173.53 | $271.64 | |
| GEHC · Ge Healthcare Technologies I | 0.01 | 4,029 | $75.10 | $302,578 | $63.47 | -15.49% | $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
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Articles & Commentaries
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