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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 · 2024Q1
9 positions
1
DISDISNEY WALT CO
Communication Services·Entertainment
49.33%
of portfolio
Number of shares
32,337,856 sh
Holdings current value
$3.96B
Avg closing price
$82.23
+29.3%
Last action
Exited
2024Q3
Current $106.29
2
G4474Y214JANUS HENDERSON GROUP PLC
13.07%
of portfolio
Number of shares
31,867,800 sh
Holdings current value
$1.05B
Avg closing price
$35.33
Last action
Added 12.7%
2022Q1
Current —
3
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
8.82%
of portfolio
Number of shares
4,030,213 sh
Holdings current value
$707.42M
Avg closing price
$103.03
+195.2%
Last action
Added 0.0%
2025Q4
Current $304.13
4
WENWENDYS CO
Consumer Cyclical·Restaurants
7.39%
of portfolio
Number of shares
31,467,150 sh
Holdings current value
$592.84M
Avg closing price
$14.63
-52.5%
Last action
Added 0.0%
2025Q4
Current $6.95
5
G491BT108INVESCO LTD
7.02%
of portfolio
Number of shares
33,940,096 sh
Holdings current value
$563.07M
Avg closing price
$15.82
Last action
Trimmed 25.6%
2025Q4
Current —
6
G3421J106FERGUSON PLC NEW
6.79%
of portfolio
Number of shares
2,493,687 sh
Holdings current value
$544.70M
Avg closing price
$125.70
Last action
Added 3.2%
2025Q2
Current —
7
200021014The Allstate Corporation
4.83%
of portfolio
Number of shares
2,237,269 sh
Holdings current value
$387.07M
Avg closing price
$114.70
Last action
Exited
2025Q3
Current —
8
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
1.52%
of portfolio
Number of shares
1,342,833 sh
Holdings current value
$122.08M
Avg closing price
$82.03
-9.0%
Last action
Added 0.0%
2025Q4
Current $74.66
9
SYYSYSCO CORP
Consumer Defensive·Food Distribution
1.24%
of portfolio
Number of shares
1,223,500 sh
Holdings current value
$99.32M
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
49.33% · -13.1%
JANUS HENDERSON GROUP PLC
13.07%
GE
8.82% · +73.3%
WEN
7.39% · -63.1%
INVESCO LTD
7.02%
FERGUSON PLC NEW
6.79%
The Allstate Corporation
4.83%
GEHC
1.52% · -17.9%
SYY
1.24% · -6.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services1 pos$3.96B72.2%
  • Industrials1 pos$707.4M12.9%
  • Consumer Cyclical1 pos$592.8M10.8%
  • Healthcare1 pos$122.1M2.2%
  • Consumer Defensive1 pos$99.3M1.8%
(31.7% unclassified, excluded from %)