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%).

2018 Q2 (8 results)
PPG
buy
+2,593,520
+2.61%
$103.73
15.05% $119.34
2.61%
NVT
buy
+17,562,998
+4.28%
$25.10
560.72% $165.84
4.28%
MDLZ
+0.02%
+4,620
+0.00%
$41.00
53.63% $62.99
7.49%
GE
+0.01%
+914
+0.00%
$108.88
207.95% $335.30
9.36%
BK
+0.01%
+2,346
+0.00%
$53.93
163.47% $142.09
8.45%
SYY
-5.08%
-2,278,393
-1.51%
$68.29
15.96% $79.19
28.21%
WEN
-7.07%
-2,405,292
-0.40%
$17.18
60.48% $6.79
5.27%
PNR
-10.85%
-1,672,138
-0.68%
$42.08
75.38% $73.80
5.61%
2018 Q1 (6 results)
BK
+2.28%
+360,164
+0.19%
$51.53
175.74% $142.09
8.39%
SYY
+0.77%
+341,590
+0.21%
$59.96
32.07% $79.19
27.12%
GE
+0.00%
+345
+0.00%
$107.84
210.92% $335.30
9.63%
PNR
-0.00%
-225
-0.00%
$68.13
8.32% $73.80
10.59%
WEN
-12.81%
-5,000,000
-0.89%
$17.55
61.31% $6.79
6.03%
MDLZ
-55.72%
-23,684,641
-9.97%
$41.73
50.95% $62.99
7.92%
2017 Q4 (4 results)
PNR
+1.39%
+210,876
+0.13%
$70.62
4.50% $73.80
9.21%
SYY
+0.01%
+6,528
+0.00%
$60.73
30.40% $79.19
22.86%
BK
-29.49%
-6,599,057
-3.01%
$53.86
163.81% $142.09
7.19%
DWDP
-100.00%
-12,526,545
-7.34%
$69.23
-
0.00%
2017 Q3 (6 results)
DWDP
buy
+12,526,545
+6.68%
$69.23
-
0.00%
SYY
+1.18%
+517,939
+0.22%
$53.95
46.78% $79.19
18.49%
PG
+0.79%
+296,609
+0.21%
$90.98
64.44% $149.61
26.56%
MDLZ
+0.00%
+78
+0.00%
$40.66
54.92% $62.99
13.31%
BK
-30.89%
-10,000,000
-4.08%
$53.02
167.99% $142.09
9.14%
1715651D
-100.00%
-9,390,689
-5.84%
$80.71
-
0.00%
2017 Q2 (7 results)
PNR
+6.02%
+862,769
+0.43%
$66.54
10.91% $73.80
7.62%
GE
+2.72%
+234,250
+0.38%
$216.08
55.17% $335.30
14.42%
PG
+2.43%
+893,157
+0.59%
$87.15
71.67% $149.61
24.71%
BK
+0.01%
+2,833
+0.00%
$51.02
178.50% $142.09
12.45%
SYY
+0.00%
+750
+0.00%
$50.33
57.34% $79.19
16.68%
MDLZ
-3.91%
-1,727,450
-0.56%
$43.19
45.84% $62.99
13.84%
WEN
-12.35%
-5,500,000
-0.64%
$15.51
56.22% $6.79
4.56%
2017 Q1 (6 results)
PG
+472.28%
+30,302,571
+20.42%
$89.85
66.51% $149.61
24.74%
GE
+2.31%
+194,743
+0.35%
$238.40
40.65% $335.30
15.42%
PNR
+0.01%
+1,122
+0.00%
$62.78
17.55% $73.80
6.75%
SYY
+0.00%
+720
+0.00%
$51.92
52.52% $79.19
17.12%
MDLZ
+0.00%
+119
+0.00%
$43.08
46.22% $62.99
14.29%
1715651D
-36.69%
-5,442,568
-3.28%
$80.33
-
5.66%
2016 Q4 (7 results)
PG
buy
+6,416,284
+4.86%
$84.08
77.94% $149.61
4.86%
WEN
+9.18%
+3,743,384
+0.46%
$13.52
49.78% $6.79
5.43%
SYY
+0.02%
+6,658
+0.00%
$55.37
43.02% $79.19
21.95%
BK
+0.00%
+30
+0.00%
$47.38
199.89% $142.09
13.83%
GE
-7.17%
-650,625
-1.48%
$252.80
32.63% $335.30
19.20%
MDLZ
-7.91%
-3,799,950
-1.52%
$44.33
42.09% $62.99
17.67%
1715651D
-15.00%
-2,617,634
-1.73%
$73.40
-
9.81%
2016 Q3 (4 results)
BK
+0.47%
+152,027
+0.06%
$39.88
256.29% $142.09
12.61%
SYY
+0.00%
+762
+0.00%
$49.01
61.58% $79.19
21.05%
GE
-2.87%
-267,808
-0.62%
$236.96
41.50% $335.30
21.02%
1715651D
-9.30%
-1,788,488
-1.17%
$66.97
-
11.42%
48 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.