Latticework
← Nelson Peltz

Nelson Peltz's 2024Q2 portfolio

Nelson Peltz (Trian Fund Management) held 7 positions as of Jun 30, 2024, with the largest position at 26.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (7)

  1. 1JHGJanus Henderson Group Plc
    % port
    26.2%
    +13.1pp vs prior Qnow 42.4%
  2. 2GEGeneral Electric
    % port
    15.6%
    +6.8pp vs prior Qnow 29.6%
  3. 3WENWendy's Co/the
    % port
    13.0%
    +5.6pp vs prior Qnow 5.5%
  4. 4(cusip)Invesco Ltd.
    % port
    9.9%
    +2.9pp vs prior Qnow 1.9%
  5. 5FERGFerguson Plc New
    % port
    9.2%
    +2.4pp vs prior Qnow 6.6%
  6. 6SOLVSolventum Corp
    % port
    6.9%
    now 13.9%
  7. 7GEHCGE Healthcare Technology
    % port
    2.6%
    +1.0pp vs prior Qnow 0.0%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.