NP

Nelson Peltz

Trian Fund Management, L.P.

Activist Investor

Portfolio Value

$4.11B

Total Holdings

7

Report Period

Sep 2025

Top 10 Holdings

JHG
34.5%
GE
29.5%
SOLV
15.0%
IVZ
8.2%
WEN
6.8%
FERG
5.9%
GEHC
0.0%
UHAL
0.0%
ALL
0.0%
Showing top 9 of 9 total holdings

Holdings (9)

Latest 13F positions

JH
JHG📈 History
Janus Henderson Group plc
31.87M$1.42B34.5%
-
GE
GE📈 History
GE Aerospace
4.03M$1.21B29.5%
-
SO
SOLV📈 History
Solventum Corporation
8.46M$617.79M15.0%
-
IV
IVZ📈 History
Invesco Ltd.
14.63M$335.58M8.2%
-
WE
WEN📈 History
Wendys Co.
30.44M$278.80M6.8%
-
FE
FERG📈 History
Ferguson Plc New
1.09M$243.97M5.9%
-
GE
GEHC📈 History
GE HealthCare Technologies Inc.
4.0K$303,0000.0%
-
UH
UHAL📈 History
U-Haul Holding Company
0$0-
-100%
AL
ALL📈 History
The Allstate Corporation
0$0-
-100%