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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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  3. Nelson Peltz (Trian Fund Mgmt)
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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

Holdings

Sorted by value · 2023Q3
9 positions
1
DISDISNEY WALT CO
Communication Services·Entertainment
40.52%
of portfolio
Number of shares
32,868,307 sh
Holdings current value
$2.66B
Avg closing price
$82.23
+29.3%
Last action
Exited
2024Q3
Current $106.29
2
G3421J106FERGUSON PLC NEW
13.55%
of portfolio
Number of shares
5,415,218 sh
Holdings current value
$890.64M
Avg closing price
$125.70
Last action
Added 1.5%
2025Q2
Current —
3
G4474Y214JANUS HENDERSON GROUP PLC
12.52%
of portfolio
Number of shares
31,867,800 sh
Holdings current value
$822.83M
Avg closing price
$35.33
Last action
Added 12.7%
2022Q1
Current —
4
WENWENDYS CO
Consumer Cyclical·Restaurants
10.35%
of portfolio
Number of shares
33,350,743 sh
Holdings current value
$680.69M
Avg closing price
$14.63
-52.5%
Last action
Added 0.0%
2025Q4
Current $6.95
5
G491BT108INVESCO LTD
7.50%
of portfolio
Number of shares
33,940,096 sh
Holdings current value
$492.81M
Avg closing price
$15.82
Last action
Trimmed 25.6%
2025Q4
Current —
6
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
6.78%
of portfolio
Number of shares
4,029,840 sh
Holdings current value
$445.50M
Avg closing price
$103.03
+195.2%
Last action
Added 0.0%
2025Q4
Current $304.13
7
200021014The Allstate Corporation
6.17%
of portfolio
Number of shares
3,643,618 sh
Holdings current value
$405.94M
Avg closing price
$114.70
Last action
Exited
2025Q3
Current —
8
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
1.39%
of portfolio
Number of shares
1,342,830 sh
Holdings current value
$91.37M
Avg closing price
$82.03
-9.0%
Last action
Added 0.0%
2025Q4
Current $74.66
9
SYYSYSCO CORP
Consumer Defensive·Food Distribution
1.23%
of portfolio
Number of shares
1,223,500 sh
Holdings current value
$80.81M
Avg closing price
$65.98
+15.6%
Last action
Exited
2024Q2
Current $76.27

Portfolio heatmap

Box size = % of portfolio · color = return since filing
DIS
40.52% · +31.1%
FERGUSON PLC NEW
13.55%
JANUS HENDERSON GROUP PLC
12.52%
WEN
10.35% · -65.9%
INVESCO LTD
7.50%
GE
6.78% · +175.1%
The Allstate Corporation
6.17%
GEHC
1.39% · +9.7%
SYY
1.23% · +15.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services1 pos$2.66B67.2%
  • Consumer Cyclical1 pos$680.7M17.2%
  • Industrials1 pos$445.5M11.2%
  • Healthcare1 pos$91.4M2.3%
  • Consumer Defensive1 pos$80.8M2.0%
(39.7% unclassified, excluded from %)