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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Nelson Peltz (Trian Fund Mgmt)
  • Overview
  • Portfolio7
  • Performance40Q
  • Options
  • Activity254
  • News
Activist · CIK 0001345471

Nelson Peltz

Trian Fund Mgmt
Share
  • Industrials Tilt
  • Highly Concentrated
  • Mid-Size Fund

Nelson Peltz runs Trian Fund Mgmt, an activist overseeing $3.98B in disclosed equity holdings (SEC CIK 0001345471). The latest portfolio (2025Q4) discloses 7 positions across 3 sectors, with the largest positions in JANUS HENDERSON GROUP PLC, GE and SOLV. On a mark-to-market basis the tracked portfolio has returned 28.6% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Nelson's filingsView holdings↓
Portfolio
$3.98B
Positions
7
Quarter
2025Q4
Filings tracked
40
1Y+28.6%Since filing+91.1%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$6.94B+$3.47B$0-$3.47B-$6.94B'19Q2'19Q3'19Q4'20Q1'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1
Latest · 2023Q1
-$1.35B
Lifetime buys
$11.81B
Lifetime sells
$17.49B

Quarter activity

What changed in 2023Q1 - net new, added, trimmed, exited.
New positions1 name
  • GEHCGE HEALTHCARE TECHNOLOGIES I
    +1,342,830
    $110.2M
Added to2 names
  • GEGENERAL ELECTRIC CO
    +507
    $48K
  • MDLZMONDELEZ INTL INC
    +291
    $20K
Trimmed4 names
  • G3421JFERGUSON PLC NEW
    −5,354,181
    $716.1M
  • G491BTINVESCO LTD
    −21,818,538
    $357.8M
  • DISDISNEY WALT CO
    −3,113,116
    $311.7M
  • WENWENDYS CO
    −3,627,569
    $79.0M
Exited1 name
  • SYYSYSCO CORP
    −4,540
    $347K

Recent transactions

Last 20 moves
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed G491BT108
INVESCO LTD
−11,657,511
~$26.27 · 2025Q4
2026-02-17
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed SOLV
SOLVENTUM CORP
−226,066
~$79.24 · 2025Q4
2026-02-17
ADD
Nelson Peltz (Trian Fund Mgmt) added to WEN
WENDYS CO
+3,295
~$8.33 · 2025Q4
2026-02-17
ADD
Nelson Peltz (Trian Fund Mgmt) added to GEHC
GE HEALTHCARE TECHNOLOGIES I
+15
~$82.02 · 2025Q4
2026-02-17
ADD
Nelson Peltz (Trian Fund Mgmt) added to GE
GENERAL ELECTRIC CO
+552
~$308.03 · 2025Q4
2026-02-17
SOLD
Nelson Peltz (Trian Fund Mgmt) exited UHAL
AMERCO
−353,335
~$60.56 · 2025Q3
2025-11-14
ADD
Nelson Peltz (Trian Fund Mgmt) added to WEN
WENDYS CO
+2,229
~$9.16 · 2025Q3
2025-11-14
SOLD
Nelson Peltz (Trian Fund Mgmt) exited 200021014
The Allstate Corporation
−99,955
~$201.31 · 2025Q3
2025-11-14
SOLD
Nelson Peltz (Trian Fund Mgmt) exited UHAL/B
U HAUL HOLDING COMPANY
−338,031
~$54.37 · 2025Q3
2025-11-14
ADD
Nelson Peltz (Trian Fund Mgmt) added to WEN
WENDYS CO
+11,111
~$11.42 · 2025Q2
2025-08-14
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed 200021014
The Allstate Corporation
−217,695
~$201.31 · 2025Q2
2025-08-14
ADD
Nelson Peltz (Trian Fund Mgmt) added to G3421J106
FERGUSON PLC NEW
+77,592
~$217.75 · 2025Q2
2025-08-14
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed UHAL/B
U HAUL HOLDING COMPANY
−786,669
~$54.37 · 2025Q2
2025-08-14
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed UHAL
AMERCO
−298,665
~$60.56 · 2025Q2
2025-08-14
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed G491BT108
INVESCO LTD
−8,544,987
~$15.77 · 2025Q2
2025-08-14
ADD
Nelson Peltz (Trian Fund Mgmt) added to 200021014
The Allstate Corporation
+10,928
~$207.07 · 2025Q1
2025-05-15
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed WEN
WENDYS CO
−101,346
~$14.63 · 2025Q1
2025-05-15
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed G3421J106
FERGUSON PLC NEW
−228,509
~$160.23 · 2025Q1
2025-05-15
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed 200021014
The Allstate Corporation
−306,725
~$192.79 · 2024Q4
2025-02-14
ADD
Nelson Peltz (Trian Fund Mgmt) added to UHAL
AMERCO
+202,405
~$69.09 · 2024Q4
2025-02-14