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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 · 2024Q3
10 positions
1
G4474Y214JANUS HENDERSON GROUP PLC
31.18%
of portfolio
Number of shares
31,867,800 sh
Holdings current value
$1.21B
Avg closing price
$35.33
Last action
Added 12.7%
2022Q1
Current —
2
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
19.53%
of portfolio
Number of shares
4,030,213 sh
Holdings current value
$760.02M
Avg closing price
$103.03
+195.2%
Last action
Added 0.0%
2025Q4
Current $304.13
3
WENWENDYS CO
Consumer Cyclical·Restaurants
13.74%
of portfolio
Number of shares
30,512,595 sh
Holdings current value
$534.58M
Avg closing price
$14.63
-52.5%
Last action
Added 0.0%
2025Q4
Current $6.95
4
SOLVSOLVENTUM CORP
Healthcare·Medical Instruments & Supplies
12.77%
of portfolio
Number of shares
7,126,255 sh
Holdings current value
$496.84M
Avg closing price
$58.48
+20.5%
Last action
Trimmed 3.1%
2025Q4
Current $70.48
5
G491BT108INVESCO LTD
10.46%
of portfolio
Number of shares
23,173,442 sh
Holdings current value
$406.93M
Avg closing price
$15.82
Last action
Trimmed 33.5%
2025Q4
Current —
6
G3421J106FERGUSON PLC NEW
6.49%
of portfolio
Number of shares
1,270,810 sh
Holdings current value
$252.34M
Avg closing price
$125.70
Last action
Added 6.5%
2025Q2
Current —
7
200021014The Allstate Corporation
2.99%
of portfolio
Number of shares
613,447 sh
Holdings current value
$116.34M
Avg closing price
$114.70
Last action
Exited
2025Q3
Current —
8
UHAL/BU HAUL HOLDING COMPANY
1.94%
of portfolio
Number of shares
1,049,055 sh
Holdings current value
$75.53M
Avg closing price
$61.78
Last action
Exited
2025Q3
Current —
9
UHALAMERCO
Industrials·Rental & Leasing Services
0.90%
of portfolio
Number of shares
449,595 sh
Holdings current value
$34.83M
Avg closing price
$65.46
-19.6%
Last action
Exited
2025Q3
Current $52.63
10
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
0.01%
of portfolio
Number of shares
4,029 sh
Holdings current value
$378.1K
Avg closing price
$82.03
-9.0%
Last action
Added 0.4%
2025Q4
Current $74.66

Portfolio heatmap

Box size = % of portfolio · color = return since filing
JANUS HENDERSON GROUP PLC
31.18%
GE
19.53% · +61.3%
WEN
13.74% · -60.3%
SOLV
12.77% · +1.1%
INVESCO LTD
10.46%
FERGUSON PLC NEW
6.49%
The Allstate Corporation
2.99%
UHAL/B
1.94%
UHAL
0.90% · -32.1%
GEHC
0.01% · -20.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials2 pos$794.9M43.5%
  • Consumer Cyclical1 pos$534.6M29.3%
  • Healthcare2 pos$497.2M27.2%
(53.1% unclassified, excluded from %)