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%).

2020 Q1 (5 results)
NVT
+0.03%
+3,860
+0.00%
$16.87
883.05% $165.84
3.30%
GE
+0.02%
+1,230
+0.00%
$63.52
427.87% $335.30
7.35%
PG
-3.48%
-1,119,842
-1.78%
$110.00
36.01% $149.61
49.20%
MDLZ
-15.84%
-2,983,025
-2.15%
$50.08
25.78% $62.99
11.44%
BK
-20.18%
-2,453,278
-1.19%
$33.68
321.88% $142.09
4.71%
2019 Q4 (4 results)
SYY
+0.02%
+4,540
+0.00%
$85.54
7.42% $79.19
21.35%
GE
+0.00%
+5
+0.00%
$89.28
275.56% $335.30
7.56%
MDLZ
+0.00%
+47
+0.00%
$55.08
14.36% $62.99
10.93%
PG
-12.22%
-4,475,930
-5.89%
$124.90
19.78% $149.61
42.34%
2019 Q3 (7 results)
LM
+0.10%
+3,930
+0.00%
$38.19
-
1.55%
GE
+0.01%
+1,203
+0.00%
$71.52
368.82% $335.30
5.99%
MDLZ
+0.00%
+42
+0.00%
$55.32
13.86% $62.99
10.87%
PG
+0.00%
+14
+0.00%
$124.38
20.28% $149.61
47.56%
BK
-3.70%
-467,215
-0.22%
$45.21
214.29% $142.09
5.74%
WEN
-6.99%
-2,000,000
-0.42%
$19.98
66.02% $6.79
5.55%
PPG
-100.00%
-4,224,826
-5.15%
$116.71
2.25% $119.34
0.00%
2019 Q2 (8 results)
LM
buy
+3,877,774
+1.57%
$38.28
-
1.57%
SYY
+2.11%
+489,566
+0.37%
$70.72
11.98% $79.19
17.67%
MDLZ
+0.02%
+3,406
+0.00%
$53.90
16.86% $62.99
10.71%
PG
-0.19%
-71,485
-0.08%
$109.65
36.44% $149.61
42.39%
BK
-4.67%
-618,606
-0.29%
$44.15
221.83% $142.09
5.88%
GE
-9.39%
-831,860
-0.74%
$84.00
299.17% $335.30
7.12%
NVT
-22.86%
-4,016,812
-1.05%
$24.79
568.98% $165.84
3.55%
PPG
-29.38%
-1,757,804
-2.17%
$116.71
2.25% $119.34
0.00%
2019 Q1 (9 results)
NVT
+0.03%
+5,775
+0.00%
$26.98
514.68% $165.84
5.07%
GE
+0.01%
+855
+0.00%
$79.92
319.54% $335.30
7.58%
MDLZ
+0.00%
+34
+0.00%
$49.92
26.18% $62.99
10.06%
PG
-3.19%
-1,208,738
-1.35%
$104.05
43.79% $149.61
40.87%
WEN
-9.48%
-3,000,000
-0.57%
$17.89
62.05% $6.79
5.48%
PPG
-14.65%
-1,026,782
-1.24%
$112.87
5.73% $119.34
7.23%
BK
-17.96%
-2,898,936
-1.56%
$50.43
181.76% $142.09
7.15%
SYY
-18.10%
-5,121,873
-3.66%
$66.76
18.62% $79.19
16.56%
PNR
-100.00%
-8,580,717
-3.47%
$37.78
95.34% $73.80
0.00%
2018 Q4 (7 results)
PPG
+69.18%
+2,866,150
+3.17%
$102.23
16.74% $119.34
7.76%
PG
+0.01%
+2,145
+0.00%
$91.92
62.76% $149.61
37.73%
GE
+0.00%
+13
+0.00%
$60.56
453.67% $335.30
5.81%
MDLZ
+0.00%
+63
+0.00%
$40.03
57.36% $62.99
8.16%
BK
+0.00%
+181
+0.00%
$47.07
201.87% $142.09
8.22%
SYY
-24.84%
-9,352,783
-6.34%
$62.66
26.38% $79.19
19.20%
PNR
-28.71%
-3,455,865
-1.41%
$37.78
95.34% $73.80
0.00%
2018 Q3 (5 results)
PPG
+59.75%
+1,549,742
+1.64%
$109.13
9.36% $119.34
4.37%
GE
+0.01%
+511
+0.00%
$90.32
271.24% $335.30
7.74%
MDLZ
+0.00%
+93
+0.00%
$42.96
46.62% $62.99
7.82%
SYY
-11.53%
-4,905,556
-3.48%
$73.25
8.11% $79.19
26.68%
PNR
-12.39%
-1,702,862
-0.71%
$43.35
70.24% $73.80
5.05%
45 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.