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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 · 2024Q4
10 positions
1
G4474Y214JANUS HENDERSON GROUP PLC
34.93%
of portfolio
Number of shares
31,867,800 sh
Holdings current value
$1.36B
Avg closing price
$35.33
Last action
Added 12.7%
2022Q1
Current —
2
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
17.32%
of portfolio
Number of shares
4,030,213 sh
Holdings current value
$672.20M
Avg closing price
$103.03
+195.2%
Last action
Added 0.0%
2025Q4
Current $304.13
3
SOLVSOLVENTUM CORP
Healthcare·Medical Instruments & Supplies
14.41%
of portfolio
Number of shares
8,462,819 sh
Holdings current value
$559.05M
Avg closing price
$58.48
+20.5%
Last action
Trimmed 2.6%
2025Q4
Current $70.48
4
WENWENDYS CO
Consumer Cyclical·Restaurants
12.82%
of portfolio
Number of shares
30,525,029 sh
Holdings current value
$497.56M
Avg closing price
$14.63
-52.5%
Last action
Added 0.0%
2025Q4
Current $6.95
5
G491BT108INVESCO LTD
10.44%
of portfolio
Number of shares
23,173,442 sh
Holdings current value
$405.07M
Avg closing price
$15.82
Last action
Trimmed 33.5%
2025Q4
Current —
6
G3421J106FERGUSON PLC NEW
5.53%
of portfolio
Number of shares
1,237,274 sh
Holdings current value
$214.75M
Avg closing price
$125.70
Last action
Added 6.7%
2025Q2
Current —
7
UHAL/BU HAUL HOLDING COMPANY
1.86%
of portfolio
Number of shares
1,124,700 sh
Holdings current value
$72.04M
Avg closing price
$61.78
Last action
Exited
2025Q3
Current —
8
200021014The Allstate Corporation
1.52%
of portfolio
Number of shares
306,722 sh
Holdings current value
$59.13M
Avg closing price
$114.70
Last action
Exited
2025Q3
Current —
9
UHALAMERCO
Industrials·Rental & Leasing Services
1.16%
of portfolio
Number of shares
652,000 sh
Holdings current value
$45.05M
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
$315.0K
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
34.93%
GE
17.32% · +82.3%
SOLV
14.41% · +6.7%
WEN
12.82% · -57.4%
INVESCO LTD
10.44%
FERGUSON PLC NEW
5.53%
UHAL/B
1.86%
The Allstate Corporation
1.52%
UHAL
1.16% · -23.8%
GEHC
0.01% · -4.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials2 pos$717.2M40.4%
  • Healthcare2 pos$559.4M31.5%
  • Consumer Cyclical1 pos$497.6M28.0%
(54.3% unclassified, excluded from %)