OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Nelson Peltz (Trian Fund Mgmt)
  • Overview
  • Portfolio7
  • Performance40Q
  • Options
  • Activity254
  • News

Nelson Peltz

Trian Fund Mgmt
Share
  • Activist · CIK 0001345471
  • 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 91.3% since 2016Q1. 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
Since filing+91.3%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q1
8 positions
1
G
G4474Y214JANUS HENDERSON GROUP PLC
22.63%
of portfolio
Number of shares
31,867,800 sh
Holdings current value
$848.96M
Avg closing price
$35.33
Last action
Added 12.7%
2022Q1
Current —
2
G
G3421J106FERGUSON PLC NEW
20.91%
of portfolio
Number of shares
5,864,000 sh
Holdings current value
$784.31M
Avg closing price
$125.70
Last action
Added 1.3%
2025Q2
Current —
3
D
DISDISNEY WALT CO
Communication Services·Entertainment
15.79%
of portfolio
Number of shares
5,916,684 sh
Holdings current value
$592.44M
Avg closing price
$82.23
+26.1%
Last action
Exited
2024Q3
Current $103.65
4
G
G491BT108INVESCO LTD
14.84%
of portfolio
Number of shares
33,940,096 sh
Holdings current value
$556.62M
Avg closing price
$15.82
Last action
Trimmed 25.6%
2025Q4
Current —
5
W
WENWENDYS CO
Consumer Cyclical·Restaurants
12.60%
of portfolio
Number of shares
21,705,770 sh
Holdings current value
$472.75M
Avg closing price
$14.63
-52.6%
Last action
Added 0.0%
2025Q4
Current $6.93
6
G
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
10.27%
of portfolio
Number of shares
4,028,998 sh
Holdings current value
$385.17M
Avg closing price
$103.03
+174.0%
Last action
Added 0.0%
2025Q4
Current $282.34
7
G
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
2.94%
of portfolio
Number of shares
1,342,830 sh
Holdings current value
$110.15M
Avg closing price
$82.03
-14.8%
Last action
Added 0.0%
2025Q4
Current $69.89
8
M
MDLZMONDELEZ INTL INC
Consumer Defensive·Confectioners
0.03%
of portfolio
Number of shares
16,530 sh
Holdings current value
$1.15M
Avg closing price
$40.65
+42.0%
Last action
Exited
2023Q3
Current $57.71

Portfolio heatmap

Box size = % of portfolio · color = return since filing
JANUS HENDERSON GROUP PLC
22.63%
FERGUSON PLC NEW
20.91%
DIS
15.79% · +3.5%
INVESCO LTD
14.84%
WEN
12.60% · -68.2%
GE
10.27% · +195.3%
GEHC
2.94% · -14.8%
MDLZ
0.03% · -17.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services1 pos$592.4M37.9%
  • Consumer Cyclical1 pos$472.8M30.3%
  • Industrials1 pos$385.2M24.7%
  • Healthcare1 pos$110.2M7.1%
  • Consumer Defensive1 pos$1.2M0.1%
(58.4% unclassified, excluded from %)