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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 · 2024Q2
12 positions
1
G4474Y214JANUS HENDERSON GROUP PLC
26.20%
of portfolio
Number of shares
31,867,800 sh
Holdings current value
$1.07B
Avg closing price
$35.33
Last action
Added 12.7%
2022Q1
Current —
2
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
15.63%
of portfolio
Number of shares
4,030,213 sh
Holdings current value
$640.68M
Avg closing price
$103.03
+195.2%
Last action
Added 0.0%
2025Q4
Current $304.13
3
WENWENDYS CO
Consumer Cyclical·Restaurants
13.03%
of portfolio
Number of shares
31,507,868 sh
Holdings current value
$534.37M
Avg closing price
$14.63
-52.5%
Last action
Added 0.0%
2025Q4
Current $6.95
4
G491BT108INVESCO LTD
9.93%
of portfolio
Number of shares
27,223,734 sh
Holdings current value
$407.27M
Avg closing price
$15.82
Last action
Trimmed 30.0%
2025Q4
Current —
5
G3421J106FERGUSON PLC NEW
9.23%
of portfolio
Number of shares
1,953,863 sh
Holdings current value
$378.37M
Avg closing price
$125.70
Last action
Added 4.1%
2025Q2
Current —
6
200021014The Allstate Corporation
7.84%
of portfolio
Number of shares
2,013,508 sh
Holdings current value
$321.48M
Avg closing price
$114.70
Last action
Exited
2025Q3
Current —
7
SOLVSOLVENTUM CORP
Healthcare·Medical Instruments & Supplies
6.91%
of portfolio
Number of shares
5,360,579 sh
Holdings current value
$283.47M
Avg closing price
$58.48
+20.5%
Last action
Trimmed 4.0%
2025Q4
Current $70.48
8
DISDISNEY WALT CO
Communication Services·Entertainment
6.41%
of portfolio
Number of shares
2,645,583 sh
Holdings current value
$262.68M
Avg closing price
$82.23
+29.3%
Last action
Exited
2024Q3
Current $106.29
9
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
2.55%
of portfolio
Number of shares
1,342,833 sh
Holdings current value
$104.63M
Avg closing price
$82.03
-9.0%
Last action
Added 0.0%
2025Q4
Current $74.66
10
UHAL/BU HAUL HOLDING COMPANY
1.33%
of portfolio
Number of shares
909,300 sh
Holdings current value
$54.58M
Avg closing price
$61.78
Last action
Exited
2025Q3
Current —
11
UHALAMERCO
Industrials·Rental & Leasing Services
0.59%
of portfolio
Number of shares
389,700 sh
Holdings current value
$24.06M
Avg closing price
$65.46
-19.6%
Last action
Exited
2025Q3
Current $52.63
12
RTORENTOKIL INITIAL PLCADR
Industrials·Specialty Business Services
0.34%
of portfolio
Number of shares
470,000 sh
Holdings current value
$13.94M
Avg closing price
$29.65
+14.2%
Last action
Exited
2024Q3
Current $33.87

Portfolio heatmap

Box size = % of portfolio · color = return since filing
JANUS HENDERSON GROUP PLC
26.20%
GE
15.63% · +91.3%
WEN
13.03% · -59.0%
INVESCO LTD
9.93%
FERGUSON PLC NEW
9.23%
The Allstate Corporation
7.84%
SOLV
6.91% · +33.3%
DIS
6.41% · +7.1%
GEHC
2.55% · -4.2%
UHAL/B
1.33%
UHAL
0.59% · -14.7%
RTO
0.34% · +14.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials3 pos$678.7M36.4%
  • Consumer Cyclical1 pos$534.4M28.7%
  • Healthcare2 pos$388.1M20.8%
  • Communication Services1 pos$262.7M14.1%
(54.5% unclassified, excluded from %)