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← Nelson Peltz

Nelson Peltz's 2024Q4 portfolio

Nelson Peltz (Trian Fund Management) held 6 positions as of Dec 31, 2024, with the largest position at 34.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but 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 Dec 31, 2024 (6)

  1. 1JHGJanus Henderson Group Plc
    % port
    34.9%
    +3.7pp vs prior Qnow 42.4%
  2. 2GEGeneral Electric
    % port
    17.3%
    -2.2pp vs prior Qnow 29.6%
  3. 3SOLVSolventum Corp
    % port
    14.4%
    +1.6pp vs prior Qnow 13.9%
  4. 4WENWendy's Co/the
    % port
    12.8%
    -0.9pp vs prior Qnow 5.5%
  5. 5(cusip)Invesco Ltd.
    % port
    10.4%
    now 1.9%
  6. 6FERGFerguson Plc New
    % port
    5.5%
    -1.0pp vs prior Qnow 6.6%

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.