Latticework
← Nelson Peltz

Nelson Peltz's 2024Q3 portfolio

Nelson Peltz (Trian Fund Management) held 6 positions as of Sep 30, 2024, with the largest position at 31.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but 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 Sep 30, 2024 (6)

  1. 1JHGJanus Henderson Group Plc
    % port
    31.2%
    +5.0pp vs prior Qnow 42.4%
  2. 2GEGeneral Electric
    % port
    19.5%
    +3.9pp vs prior Qnow 29.6%
  3. 3WENWendy's Co/the
    % port
    13.7%
    +0.7pp vs prior Qnow 5.5%
  4. 4SOLVSolventum Corp
    % port
    12.8%
    +5.9pp vs prior Qnow 13.9%
  5. 5(cusip)Invesco Ltd.
    % port
    10.5%
    +0.5pp vs prior Qnow 1.9%
  6. 6FERGFerguson Plc New
    % port
    6.5%
    -2.7pp vs prior Q

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.