NP

Nelson Peltz

13F
TRIAN FUND MANAGEMENT, L.P.
Last update 2025-05-15 10 Stocks (0 new)
Value $3.74 Bil Turnover 0 %
Countries:

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 2025-03-31 View Full List
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
1,152,021.0
0%
30.840
0%
20.230
+35.85%
+2.50%
6,734.0
Asset Management
GE
GE Aerospace
4,030,213
806,647.1
0%
21.590
0%
0.380
+35.23%
+57.33%
277,347.3
Aerospace & Defense
SOLV
Solventum Corp
8,462,819
643,512.8
0%
17.230
0%
4.890
+12.03%
+11.76%
12,773.5
Medical Devices & Instruments
WEN
The Wendy's Co
30,423,683
445,098.5
-0.33%
11.910
-0.04%
15.840
-9.93%
-28.50%
2,174.7
Restaurants
IVZ
Invesco Ltd
23,173,442
351,541.1
0%
9.410
0%
5.180
+58.87%
+24.17%
9,477.0
Asset Management
FERG
Ferguson Enterprises Inc
1,008,765
161,634.4
-18.47%
4.330
-1.02%
0.500
+39.13%
+31.48%
45,389.3
Industrial Distribution
UHAL.B
U-Haul Holding Co
1,124,700
66,559.8
0%
1.780
0%
0.600
+4.40%
-12.25%
11,141.0
Business Services
ALL
Allstate Corp
317,650
65,775.8
+3.56%
1.760
+0.06%
0.120
+1.56%
+3.10%
52,121.4
Insurance
UHAL
U-Haul Holding Co
652,000
42,614.7
0%
1.140
0%
0.350
+4.91%
-8.33%
11,158.3
Business Services
GEHC
GE HealthCare Technologies Inc
4,029
325.2
0%
0.010
0%
0.000
+18.55%
-1.56%
35,206.8
Healthcare Providers & Services

Nelson Peltz's Historical Top Holdings Breakdowns

Nelson Peltz's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FERG
Ferguson Enterprises Inc
2025-03-31
Reduce
Reduce
-1.02%
155.08 ($173.36) 185.81
$226.01
30.37%
Reduce -18.47%
1,008,765
-228,509
ALL
Allstate Corp
2025-03-31
Add
Add
+0.06%
180.99 ($194.74) 210.18
$196.80
1.06%
Add 3.56%
317,650
10,928
WEN
The Wendy's Co
2025-03-31
Reduce
Reduce
-0.04%
14.17 ($15.04) 16.17
$11.31
-24.77%
Reduce -0.33%
30,423,683
-101,346
SOLV
Solventum Corp
2024-12-31
Add
Add
+2.28%
66.05 ($70.05) 75.07
$73.72
5.24%
Add 18.76%
8,462,819
1,336,564
ALL
Allstate Corp
2024-12-31
Reduce
Reduce
-1.50%
181.25 ($194.18) 208.2
$196.80
1.35%
Reduce -50%
306,722
-306,725
UHAL
U-Haul Holding Co
2024-12-31
Add
Add
+0.36%
67.46 ($72.42) 78.4
$63.34
-12.53%
Add 45.02%
652,000
202,405
FERG
Ferguson Enterprises Inc
2024-12-31
Reduce
Reduce
-0.17%
173.57 ($198.58) 222.84
$226.01
13.81%
Reduce -2.64%
1,237,274
-33,536
UHAL.B
U-Haul Holding Co
2024-12-31
Add
Add
+0.13%
60.25 ($65.66) 70.91
$56.11
-14.55%
Add 7.21%
1,124,700
75,645
WEN
The Wendy's Co
2024-12-31
Add
Add
+0.01%
16.26 ($18.26) 20.4
$11.31
-38.03%
Add 0.04%
30,525,029
12,434
DIS
The Walt Disney Co
2024-09-30
Sold Out
Sold Out
-6.41%
85.6 ($92.01) 98.61
$122.55
33.19%
Sold Out
0
-2,645,583

Nelson Peltz Total Holding History ($B)

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Nelson Peltz's Asset Allocation

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Nelson Peltz Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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