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← Nelson Peltz

Nelson Peltz's 2025Q3 portfolio

Nelson Peltz (Trian Fund Management) held 6 positions as of Sep 30, 2025, with the largest position at 34.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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, 2025 (6)

  1. 1JHGJanus Henderson Group Plc
    % port
    34.5%
    +1.9pp vs prior Qnow 42.4%
  2. 2GEGeneral Electric
    % port
    29.5%
    +2.2pp vs prior Qnow 29.6%
  3. 3SOLVSolventum Corp
    % port
    15.0%
    -1.9pp vs prior Qnow 13.9%
  4. 4(cusip)Invesco Ltd.
    % port
    8.2%
    +2.1pp vs prior Qnow 1.9%
  5. 5WENWendy's Co/the
    % port
    6.8%
    -2.4pp vs prior Qnow 5.5%
  6. 6FERGFerguson Plc New
    % port
    5.9%
    -0.3pp 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.