Nelson Peltz Portfolio Holdings

Trian Fund Management, L.P.

  • $3.19 Billion
  • Q4 2024

Trian Fund Management, L.P., under direction of Nelson Peltz has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.19 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Henderson Group PLC with a value of $1.36B, General Electric CO with a value of $672M, Wendy'S CO with a value of $498M, Invesco Ltd. with a value of $405M, and Ferguson PLC with a value of $215M.

Examining the 13F form we can see an decrease of $11.8M in the current position value, from $3.2B to 3.19B.

Trian Fund Management, L.P. is based out at New York, NY

Below you can find more details about Nelson Peltz portfolio as well as his latest detailed transactions.

Portfolio value $3.19 Billion
Financial Services: $1.76 Billion
Industrials: $932 Million
Consumer Cyclical: $498 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46B
$45 Million 1.41% of portfolio
652,000
Q4 2024 Added 45.02%
Nelson Peltz

Nelson Peltz

Nelson Peltz is the co-founder and CEO of Trian Fund Management, a successful investment firm that focuses on value investing. Peltz is known for his expertise in value investing and his activism in pushing for change at the companies in which he invests. He has been involved in a number of successful investments over the course of his career.
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Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $3.19 Billion
  • Prior Value $3.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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