NP
| |
Nelson Peltz13F | |
| TRIAN FUND MANAGEMENT, L.P. | |
| Last update 2026-05-15 | 8 Stocks (1 new) |
| Value $3.86 Bil | Turnover 0 % |
Nelson Peltz Profile
Nelson Peltz has been CEO and a Founding Partner of Trian since November 2005. Mr. Peltz serves as the non-executive Chairman of The Wendy’s Company. Peltz is also a director of The Procter & Gamble Company, Invesco Ltd. and Madison Square Garden Sports Corp. (f/k/a The Madison Square Garden Company). Trian invests in a concentrated portfolio of undervalued and underperforming public companies, typically within the Consumer, Industrial and Financial Services sectors, where it aims to enhance long-term shareholder value through operational and strategic initiatives.
Nelson Peltz Investing Philosophy
Trian aims to bring an ownership mentality to public market investing through the following pillars:
Asymmetric Risk/Reward: Trian's focus on high-quality, mid-to-large cap companies with time-tested business models offers a favorable risk/reward dynamic and less competition among peers given barriers to entry.
Long-Term, Operational Focus: Trian's private equity-like, operations-centric investment process is designed to generate income statement initiatives focused on driving earnings growth over the long term.
Collaborative Engagement: Trian's approach as a highly engaged shareowner with significant reputational capital allows Trian to build trust with management teams, boards and other stakeholders.
ESG: Trian promotes and supports, particularly through board representation, the implementation of ESG initiatives that it believes will lead to improved company culture and drive long-term financial performance.
Nelson Peltz Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHG | Janus Henderson Group PLC | 31,867,800 | 1,637,048.9 | 0% | 42.410 | 0% | 20.680 | -0.36% | +9.13% | 7,998.8 | Asset Management | |
GE | GE Aerospace | 4,030,765 | 1,143,810.2 | 0% | 29.630 | 0% | 0.390 | +26.10% | +19.15% | 382,377.9 | Aerospace & Defense | |
SOLV | Solventum Corp | 8,236,753 | 537,860.0 | 0% | 13.930 | 0% | 4.760 | +17.15% | -5.34% | 12,989.8 | Medical Devices & Instruments | |
FERG | Ferguson Enterprises Inc | 1,086,357 | 253,403.6 | 0% | 6.570 | 0% | 0.560 | +5.75% | +8.15% | 46,159.1 | Industrial Distribution | |
WEN | The Wendy's Co | 30,446,022 | 211,599.9 | +0.02% | 5.480 | 0% | 15.980 | +13.54% | -1.42% | 1,507.7 | Restaurants | |
IVZ | Invesco Ltd | 2,970,944 | 72,164.2 | 0% | 1.870 | 0% | 0.670 | +8.24% | -0.40% | 11,417.1 | Asset Management | |
MICC | The Magnum Ice Cream Co NV | 241,042 | 3,603.6 | New Holding | 0.090 | +0.09% | 0.040 | +17.20% | +7.67% | 10,378.2 | Consumer Packaged Goods | |
GEHC | GE HealthCare Technologies Inc | 4,044 | 287.9 | 0% | 0.010 | 0% | 0.000 | -8.44% | -20.75% | 29,540.7 | Medical Devices & Instruments |
Nelson Peltz's Historical Top Holdings Breakdowns
Nelson Peltz's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MICC | The Magnum Ice Cream Co NV | 2026-03-31 | New Buy New Buy | +0.09% | 14.56 ($16.2) 19.87 | $17.07 | 5.34% | New holding | 241,042 | 241,042 | |
WEN | The Wendy's Co | 2026-03-31 | Add Add | 0% | 6.78 ($7.7) 8.65 | $7.92 | 2.79% | Add 0.02% | 30,446,022 | 5,704 | |
IVZ | Invesco Ltd | 2025-12-31 | Reduce Reduce | -6.51% | 22.44 ($24.45) 27.34 | $25.75 | 5.34% | Reduce -79.69% | 2,970,944 | -11,657,511 | |
SOLV | Solventum Corp | 2025-12-31 | Reduce Reduce | -0.40% | 66.28 ($76.65) 85.77 | $75.01 | -2.14% | Reduce -2.67% | 8,236,753 | -226,066 | |
GE | GE Aerospace | 2025-12-31 | Add Add | 0% | 283.6 ($301.13) 316.75 | $366.50 | 21.71% | Add 0.01% | 4,030,765 | 552 | |
GEHC | GE HealthCare Technologies Inc | 2025-12-31 | Add Add | 0% | 70.63 ($77.95) 86.05 | $64.94 | -16.69% | Add 0.37% | 4,044 | 15 | |
WEN | The Wendy's Co | 2025-12-31 | Add Add | 0% | 7.87 ($8.62) 9.55 | $7.92 | -8.18% | Add 0.01% | 30,440,318 | 3,295 | |
UHAL | U-Haul Holding Co | 2025-09-30 | Sold Out Sold Out | -0.56% | 55.87 ($58.94) 63.85 | $63.89 | 8.40% | Sold Out | 0 | -353,335 | |
ALL | Allstate Corp | 2025-09-30 | Sold Out Sold Out | -0.53% | 192 ($201.79) 214.65 | $235.73 | 16.82% | Sold Out | 0 | -99,955 | |
UHAL.B | U-Haul Holding Co | 2025-09-30 | Sold Out Sold Out | -0.48% | 50.57 ($53.26) 56.77 | $56.30 | 5.71% | Sold Out | 0 | -338,031 |
Nelson Peltz Total Holding History ($B)
Nelson Peltz's Asset Allocation
Nelson Peltz Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Nelson Peltz's Hypothetical Growth since 2026-03-31
Nelson Peltz's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
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Nelson Peltz's Holdings Heat Map
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Nelson Peltz's Holdings Bubble Chart
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