NP
| |
Nelson Peltz13F | |
| TRIAN FUND MANAGEMENT, L.P. | |
| Last update 2025-05-15 | 10 Stocks (0 new) |
| Value $3.74 Bil | Turnover 0 % |
Nelson Peltz Profile
Nelson Peltz has been CEO and a Founding Partner of Trian since November 2005. Mr. Peltz serves as the non-executive Chairman of The Wendy’s Company. Peltz is also a director of The Procter & Gamble Company, Invesco Ltd. and Madison Square Garden Sports Corp. (f/k/a The Madison Square Garden Company). Trian invests in a concentrated portfolio of undervalued and underperforming public companies, typically within the Consumer, Industrial and Financial Services sectors, where it aims to enhance long-term shareholder value through operational and strategic initiatives.
Nelson Peltz Investing Philosophy
Trian aims to bring an ownership mentality to public market investing through the following pillars:
Asymmetric Risk/Reward: Trian's focus on high-quality, mid-to-large cap companies with time-tested business models offers a favorable risk/reward dynamic and less competition among peers given barriers to entry.
Long-Term, Operational Focus: Trian's private equity-like, operations-centric investment process is designed to generate income statement initiatives focused on driving earnings growth over the long term.
Collaborative Engagement: Trian's approach as a highly engaged shareowner with significant reputational capital allows Trian to build trust with management teams, boards and other stakeholders.
ESG: Trian promotes and supports, particularly through board representation, the implementation of ESG initiatives that it believes will lead to improved company culture and drive long-term financial performance.
Nelson Peltz Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHG | Janus Henderson Group PLC | 31,867,800 | 1,152,021.0 | 0% | 30.840 | 0% | 20.230 | +9.88% | -5.36% | 6,217.2 | Asset Management | |
GE | GE Aerospace | 4,030,213 | 806,647.1 | 0% | 21.590 | 0% | 0.380 | +22.19% | +49.58% | 265,551.6 | Aerospace & Defense | |
SOLV | Solventum Corp | 8,462,819 | 643,512.8 | 0% | 17.230 | 0% | 4.890 | +2.03% | +17.91% | 13,476.0 | Medical Devices & Instruments | |
WEN | The Wendy's Co | 30,423,683 | 445,098.5 | -0.33% | 11.910 | -0.04% | 15.840 | -18.29% | -25.00% | 2,281.3 | Restaurants | |
IVZ | Invesco Ltd | 23,173,442 | 351,541.1 | 0% | 9.410 | 0% | 5.180 | +7.90% | -5.18% | 7,237.0 | Asset Management | |
FERG | Ferguson Enterprises Inc | 1,008,765 | 161,634.4 | -18.47% | 4.330 | -1.02% | 0.500 | +37.95% | +28.41% | 44,329.6 | Industrial Distribution | |
UHAL.B | U-Haul Holding Co | 1,124,700 | 66,559.8 | 0% | 1.780 | 0% | 0.600 | -7.41% | -12.94% | 10,587.4 | Business Services | |
ALL | Allstate Corp | 317,650 | 65,775.8 | +3.56% | 1.760 | +0.06% | 0.120 | -3.08% | +4.84% | 53,000.6 | Insurance | |
UHAL | U-Haul Holding Co | 652,000 | 42,614.7 | 0% | 1.140 | 0% | 0.350 | -7.90% | -11.29% | 10,587.4 | Business Services | |
GEHC | GE HealthCare Technologies Inc | 4,029 | 325.2 | 0% | 0.010 | 0% | 0.000 | -4.50% | -2.76% | 34,776.4 | Healthcare Providers & Services |
Nelson Peltz's Historical Top Holdings Breakdowns
Nelson Peltz's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FERG | Ferguson Enterprises Inc | 2025-03-31 | Reduce Reduce | -1.02% | 155.08 ($173.36) 185.81 | $220.89 | 27.42% | Reduce -18.47% | 1,008,765 | -228,509 | |
ALL | Allstate Corp | 2025-03-31 | Add Add | +0.06% | 180.99 ($194.74) 210.18 | $200.14 | 2.77% | Add 3.56% | 317,650 | 10,928 | |
WEN | The Wendy's Co | 2025-03-31 | Reduce Reduce | -0.04% | 14.17 ($15.04) 16.17 | $11.88 | -21.01% | Reduce -0.33% | 30,423,683 | -101,346 | |
SOLV | Solventum Corp | 2024-12-31 | Add Add | +2.28% | 66.05 ($70.05) 75.07 | $77.89 | 11.19% | Add 18.76% | 8,462,819 | 1,336,564 | |
ALL | Allstate Corp | 2024-12-31 | Reduce Reduce | -1.50% | 181.25 ($194.18) 208.2 | $200.14 | 3.07% | Reduce -50% | 306,722 | -306,725 | |
UHAL | U-Haul Holding Co | 2024-12-31 | Add Add | +0.36% | 67.46 ($72.42) 78.4 | $61.29 | -15.37% | Add 45.02% | 652,000 | 202,405 | |
FERG | Ferguson Enterprises Inc | 2024-12-31 | Reduce Reduce | -0.17% | 173.57 ($198.58) 222.84 | $220.89 | 11.23% | Reduce -2.64% | 1,237,274 | -33,536 | |
UHAL.B | U-Haul Holding Co | 2024-12-31 | Add Add | +0.13% | 60.25 ($65.66) 70.91 | $55.66 | -15.23% | Add 7.21% | 1,124,700 | 75,645 | |
WEN | The Wendy's Co | 2024-12-31 | Add Add | +0.01% | 16.26 ($18.26) 20.4 | $11.88 | -34.94% | Add 0.04% | 30,525,029 | 12,434 | |
DIS | The Walt Disney Co | 2024-09-30 | Sold Out Sold Out | -6.41% | 85.6 ($92.01) 98.61 | $123.49 | 34.21% | Sold Out | 0 | -2,645,583 |
Nelson Peltz Total Holding History ($B)
Nelson Peltz's Asset Allocation
Nelson Peltz Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Nelson Peltz's Hypothetical Growth since 2025-03-31
Nelson Peltz's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Nelson Peltz's Holdings Heat Map
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Nelson Peltz's Holdings Bubble Chart
Nelson Peltz News
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