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%).

2016 Q2 (8 results)
SYY
+1.60%
+693,744
+0.34%
$50.74
50.35% $76.29
21.25%
BK
+1.24%
+393,866
+0.15%
$38.85
270.71% $144.02
11.93%
GE
+0.70%
+65,165
+0.16%
$251.84
30.24% $328.00
22.42%
PNR
+0.01%
+1,152
+0.00%
$58.29
25.49% $73.15
7.96%
MDLZ
+0.01%
+3,740
+0.00%
$45.51
36.32% $62.04
20.82%
1715651D
-6.08%
-1,245,883
-0.77%
$64.80
-
11.88%
LM
-100.00%
-11,039,896
-3.65%
$34.68
-
0.00%
TIF
-100.00%
-14,260
-0.01%
$73.35
-
0.00%
2016 Q1 (7 results)
PNR
+4.78%
+654,011
+0.34%
$54.26
34.81% $73.15
7.49%
BK
+2.88%
+891,217
+0.32%
$36.83
291.04% $144.02
11.29%
SYY
+1.37%
+586,344
+0.26%
$46.73
63.26% $76.29
19.47%
1715651D
+1.29%
+261,187
+0.16%
$63.32
-
12.49%
MDLZ
+0.00%
+40
+0.00%
$40.12
54.64% $62.04
18.56%
GE
-4.55%
-442,036
-1.08%
$254.32
28.97% $328.00
22.73%
PEP
-100.00%
-18,316,211
-17.62%
$99.92
42.03% $141.92
0.00%
2015 Q4 (8 results)
PNR
+5.20%
+676,500
+0.27%
$49.53
47.69% $73.15
5.50%
SYY
+3.07%
+1,272,707
+0.42%
$41.00
86.07% $76.29
14.19%
BK
+2.34%
+706,813
+0.24%
$41.22
249.39% $144.02
10.34%
MDLZ
+0.00%
+37
+0.00%
$44.84
38.36% $62.04
17.47%
GE
-14.12%
-1,598,001
-3.23%
$249.20
31.62% $328.00
19.65%
1715651D
-21.62%
-5,577,809
-3.01%
$66.60
-
10.92%
CC
-100.00%
-4,879,376
-0.26%
$6.47
216.84% $20.50
0.00%
2IS
-100.00%
-2,835,302
-1.17%
$50.77
-
0.00%
2015 Q3 (10 results)
CC
buy
+4,879,376
+0.27%
$6.47
216.84% $20.50
0.00%
SYY
+305.28%
+31,194,482
+10.38%
$38.97
95.77% $76.29
13.78%
PNR
+91.57%
+6,216,586
+2.71%
$51.04
43.32% $73.15
5.67%
GE
+82.51%
+5,117,895
+8.81%
$201.76
62.57% $328.00
19.50%
1715651D
+5.04%
+1,238,800
+0.51%
$48.20
-
10.62%
BK
+0.01%
+3,064
+0.00%
$39.15
267.87% $144.02
10.10%
MDLZ
+0.00%
+34
+0.00%
$41.87
48.17% $62.04
17.16%
WEN
-24.49%
-13,232,044
-0.98%
$8.65
22.43% $6.71
3.01%
2IS
-61.10%
-4,453,828
-1.93%
$50.77
-
0.00%
FDO
-100.00%
-3,679
-0.00%
$78.83
-
0.00%
2015 Q2 (9 results)
PNR
buy
+6,788,791
+4.51%
$68.75
6.40% $73.15
4.51%
GE
buy
+6,202,799
+12.74%
$212.56
54.31% $328.00
12.74%
SYY
buy
+10,218,418
+3.56%
$36.10
111.33% $76.29
3.56%
TIF
+6.32%
+848
+0.00%
$91.80
-
0.01%
MDLZ
+0.01%
+3,936
+0.00%
$41.14
50.80% $62.04
19.09%
LM
-14.34%
-1,848,068
-0.92%
$51.53
-
5.50%
2IS
-14.95%
-1,281,163
-0.83%
$67.42
-
4.75%
WEN
-16.63%
-10,775,664
-1.17%
$11.28
40.51% $6.71
5.89%
ALLE
-100.00%
-1,655,388
-0.98%
$61.17
112.78% $130.16
0.00%
2015 Q1 (7 results)
BK
+4.60%
+1,328,000
+0.62%
$40.24
257.90% $144.02
14.21%
MDLZ
+3.73%
+1,725,092
+0.73%
$36.09
71.90% $62.04
20.25%
PEP
+2.52%
+450,380
+0.50%
$95.62
48.42% $141.92
20.46%
1715651D
+1.03%
+250,000
+0.21%
$71.47
-
20.51%
2IS
-33.15%
-4,250,758
-3.38%
$68.08
-
6.82%
FDO
-99.96%
-8,362,707
-7.75%
$79.37
-
0.00%
LAZ
-100.00%
-4,973,851
-2.91%
$50.03
7.34% $46.36
0.00%
49 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.