Nelson Peltz Holdings Activity

Trian Fund Management Portfolio 13F

Trian Fund Management has disclosed a total of 2 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 1 and bought 1 totally new position(s).

What stocks is Nelson Peltz buying now?

In the recent quarter Nelson Peltz has purchased 2 securities: (MICC) MAGNUM ICE CREAM CO NV/THE (new buy) and (WEN) WENDY'S CO/THE (added shares +0.02%).

What does Nelson Peltz invest in?

Nelson Peltz's top 5 holdings (by % of portfolio) are (JHG) JANUS HENDERSON GROUP PLC (42.41%), (GE) GENERAL ELECTRIC CO (29.63%), (SOLV) SOLVENTUM CORP (13.93%), (FERG) FERGUSON PLC (6.57%) and (WEN) WENDY'S CO/THE (5.48%).

In the latest report(s) the following change has been made to the top investments: (WEN) WENDY'S CO/THE (added shares +0.02%).

2020 Q1 (5 results)
NVT
+0.03%
+3,860
+0.00%
$16.87
865.38% $162.86
3.30%
GE
+0.02%
+1,230
+0.00%
$63.52
416.37% $328.00
7.35%
PG
-3.48%
-1,119,842
-1.78%
$110.00
33.22% $146.54
49.20%
MDLZ
-15.84%
-2,983,025
-2.15%
$50.08
23.88% $62.04
11.44%
BK
-20.18%
-2,453,278
-1.19%
$33.68
327.61% $144.02
4.71%
2019 Q4 (4 results)
SYY
+0.02%
+4,540
+0.00%
$85.54
10.81% $76.29
21.35%
GE
+0.00%
+5
+0.00%
$89.28
267.38% $328.00
7.56%
MDLZ
+0.00%
+47
+0.00%
$55.08
12.64% $62.04
10.93%
PG
-12.22%
-4,475,930
-5.89%
$124.90
17.33% $146.54
42.34%
2019 Q3 (7 results)
LM
+0.10%
+3,930
+0.00%
$38.19
-
1.55%
GE
+0.01%
+1,203
+0.00%
$71.52
358.61% $328.00
5.99%
PG
+0.00%
+14
+0.00%
$124.38
17.82% $146.54
47.56%
MDLZ
+0.00%
+42
+0.00%
$55.32
12.15% $62.04
10.87%
BK
-3.70%
-467,215
-0.22%
$45.21
218.56% $144.02
5.74%
WEN
-6.99%
-2,000,000
-0.42%
$19.98
66.42% $6.71
5.55%
PPG
-100.00%
-4,224,826
-5.15%
$116.71
2.48% $113.81
0.00%
2019 Q2 (8 results)
LM
buy
+3,877,774
+1.57%
$38.28
-
1.57%
SYY
+2.11%
+489,566
+0.37%
$70.72
7.88% $76.29
17.67%
MDLZ
+0.02%
+3,406
+0.00%
$53.90
15.10% $62.04
10.71%
PG
-0.19%
-71,485
-0.08%
$109.65
33.64% $146.54
42.39%
BK
-4.67%
-618,606
-0.29%
$44.15
226.21% $144.02
5.88%
GE
-9.39%
-831,860
-0.74%
$84.00
290.48% $328.00
7.12%
NVT
-22.86%
-4,016,812
-1.05%
$24.79
556.96% $162.86
3.55%
PPG
-29.38%
-1,757,804
-2.17%
$116.71
2.48% $113.81
0.00%
2019 Q1 (9 results)
NVT
+0.03%
+5,775
+0.00%
$26.98
503.63% $162.86
5.07%
GE
+0.01%
+855
+0.00%
$79.92
310.41% $328.00
7.58%
MDLZ
+0.00%
+34
+0.00%
$49.92
24.28% $62.04
10.06%
PG
-3.19%
-1,208,738
-1.35%
$104.05
40.84% $146.54
40.87%
WEN
-9.48%
-3,000,000
-0.57%
$17.89
62.49% $6.71
5.48%
PPG
-14.65%
-1,026,782
-1.24%
$112.87
0.83% $113.81
7.23%
BK
-17.96%
-2,898,936
-1.56%
$50.43
185.58% $144.02
7.15%
SYY
-18.10%
-5,121,873
-3.66%
$66.76
14.28% $76.29
16.56%
PNR
-100.00%
-8,580,717
-3.47%
$37.78
93.62% $73.15
0.00%
2018 Q4 (7 results)
PPG
+69.18%
+2,866,150
+3.17%
$102.23
11.33% $113.81
7.76%
PG
+0.01%
+2,145
+0.00%
$91.92
59.42% $146.54
37.73%
BK
+0.00%
+181
+0.00%
$47.07
205.97% $144.02
8.22%
GE
+0.00%
+13
+0.00%
$60.56
441.61% $328.00
5.81%
MDLZ
+0.00%
+63
+0.00%
$40.03
54.98% $62.04
8.16%
SYY
-24.84%
-9,352,783
-6.34%
$62.66
21.75% $76.29
19.20%
PNR
-28.71%
-3,455,865
-1.41%
$37.78
93.62% $73.15
0.00%
2018 Q3 (5 results)
PPG
+59.75%
+1,549,742
+1.64%
$109.13
4.29% $113.81
4.37%
GE
+0.01%
+511
+0.00%
$90.32
263.15% $328.00
7.74%
MDLZ
+0.00%
+93
+0.00%
$42.96
44.41% $62.04
7.82%
SYY
-11.53%
-4,905,556
-3.48%
$73.25
4.15% $76.29
26.68%
PNR
-12.39%
-1,702,862
-0.71%
$43.35
68.74% $73.15
5.05%
45 of 314

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.