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%).

2026 Q1 (2 results)
MICC
buy
+241,042
+0.09%
$14.95
14.18% $17.07
0.09%
WEN
+0.02%
+5,704
+0.00%
$6.95
3.45% $6.71
5.48%
2025 Q4 (5 results)
GEHCV
+0.37%
+15
+0.00%
$82.02
-
0.01%
GE
+0.01%
+552
+0.00%
$308.03
-
31.16%
WEN
+0.01%
+3,295
+0.00%
$8.33
19.45% $6.71
6.36%
SOLV
-2.67%
-226,066
-0.45%
$79.24
2.23% $81.01
16.38%
IVZ
-79.69%
-11,657,511
-7.69%
$26.27
4.11% $27.35
1.96%
2025 Q3 (3 results)
WEN
+0.01%
+2,229
+0.00%
$9.16
26.75% $6.71
6.79%
UHAL
-100.00%
-353,335
-0.52%
$60.56
4.97% $57.55
0.00%
UHAL.B
-100.00%
-338,031
-0.45%
$54.37
-
0.00%
2025 Q2 (5 results)
FERG
+7.69%
+77,592
+0.45%
$217.75
5.43% $229.58
6.27%
WEN
+0.04%
+11,111
+0.00%
$11.42
41.24% $6.71
9.21%
IVZ
-36.87%
-8,544,987
-3.57%
$15.77
73.43% $27.35
6.12%
UHAL
-45.81%
-298,665
-0.48%
$60.56
4.97% $57.55
0.00%
UHAL.B
-69.94%
-786,669
-1.13%
$54.37
-
0.00%
2025 Q1 (2 results)
WEN
-0.33%
-101,346
-0.04%
$14.63
54.14% $6.71
12.13%
FERG
-18.47%
-228,509
-1.00%
$160.23
43.28% $229.58
4.40%
2024 Q4 (5 results)
UHAL
+45.02%
+202,405
+0.37%
$69.09
16.70% $57.55
1.18%
SOLV
+18.76%
+1,336,564
+2.31%
$66.06
22.63% $81.01
14.63%
UHAL.B
+7.21%
+75,645
+0.13%
$64.05
-
1.89%
WEN
+0.04%
+12,434
+0.01%
$16.30
58.83% $6.71
13.02%
FERG
-2.64%
-33,536
-0.15%
$173.57
32.27% $229.58
5.62%
2024 Q3 (9 results)
SOLV
+32.94%
+1,765,676
+3.26%
$69.72
16.19% $81.01
13.16%
UHAL.B
+15.37%
+139,755
+0.27%
$72.00
-
2.00%
UHAL
+15.37%
+59,895
+0.12%
$77.48
25.72% $57.55
0.92%
WEN
-3.16%
-995,273
-0.46%
$17.52
61.70% $6.71
14.16%
IVZ
-14.88%
-4,050,292
-1.88%
$17.56
55.75% $27.35
10.78%
FERG
-34.96%
-683,053
-3.59%
$198.57
15.62% $229.58
6.69%
GEHCV
-99.70%
-1,338,804
-3.33%
$93.85
-
0.01%
RTO
-100.00%
-470,000
-0.37%
$29.65
-
0.00%
DIS
-100.00%
-2,645,583
-6.96%
$99.29
0.42% $99.71
0.00%
2024 Q2 (9 results)
RTO
buy
+470,000
+0.37%
$29.65
-
0.00%
SOLV
buy
+5,360,579
+7.50%
$52.88
53.20% $81.01
7.50%
UHAL
buy
+389,700
+0.64%
$61.73
6.77% $57.55
0.64%
UHAL.B
buy
+909,300
+1.44%
$60.02
-
1.44%
WEN
+0.13%
+40,718
+0.02%
$16.96
60.44% $6.71
14.14%
IVZ
-19.79%
-6,716,362
-2.66%
$14.96
82.82% $27.35
10.78%
FERG
-21.65%
-539,824
-2.77%
$193.65
18.55% $229.58
10.01%
DIS
-91.82%
-29,692,273
-78.03%
$99.29
0.42% $99.71
0.00%
SYY
-100.00%
-1,223,500
-2.63%
$81.18
6.02% $76.29
0.00%
2024 Q1 (1 result)
FERG
-40.49%
-1,696,565
-4.85%
$218.43
5.10% $229.58
7.13%
2023 Q4 (5 results)
GE
+0.01%
+373
+0.00%
$127.63
-
7.78%
GEHCV
+0.00%
+3
+0.00%
$77.32
-
1.57%
DIS
-1.61%
-530,451
-0.72%
$90.29
10.43% $99.71
44.13%
WEN
-5.65%
-1,883,593
-0.55%
$19.48
65.55% $6.71
9.27%
FERG
-22.62%
-1,224,966
-3.57%
$193.07
18.91% $229.58
12.23%
46 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.