OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Nelson Peltz (Trian Fund Mgmt)
  • Overview
  • Portfolio7
  • Performance40Q
  • Options
  • Activity254
  • News

Nelson Peltz

Trian Fund Mgmt
Share
  • Activist · CIK 0001345471
  • 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 91.3% since 2016Q1. 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
Since filing+91.3%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2025Q2
10 positions
1
G
G4474Y214JANUS HENDERSON GROUP PLC
32.64%
of portfolio
Number of shares
31,867,800 sh
Holdings current value
$1.24B
Avg closing price
$35.33
Last action
Added 12.7%
2022Q1
Current —
2
G
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
27.36%
of portfolio
Number of shares
4,030,213 sh
Holdings current value
$1.04B
Avg closing price
$103.03
+174.0%
Last action
Added 0.0%
2025Q4
Current $282.34
3
S
SOLVSOLVENTUM CORP
Healthcare·Medical Instruments & Supplies
16.93%
of portfolio
Number of shares
8,462,819 sh
Holdings current value
$641.82M
Avg closing price
$58.48
+17.9%
Last action
Trimmed 2.6%
2025Q4
Current $68.96
4
W
WENWENDYS CO
Consumer Cyclical·Restaurants
9.17%
of portfolio
Number of shares
30,434,794 sh
Holdings current value
$347.57M
Avg closing price
$14.63
-52.6%
Last action
Added 0.0%
2025Q4
Current $6.93
5
G
G3421J106FERGUSON PLC NEW
6.24%
of portfolio
Number of shares
1,086,357 sh
Holdings current value
$236.55M
Avg closing price
$125.70
Last action
Added 7.7%
2025Q2
Current —
6
G
G491BT108INVESCO LTD
6.08%
of portfolio
Number of shares
14,628,455 sh
Holdings current value
$230.69M
Avg closing price
$15.82
Last action
Trimmed 44.3%
2025Q4
Current —
7
U
UHALAMERCO
Industrials·Rental & Leasing Services
0.56%
of portfolio
Number of shares
353,335 sh
Holdings current value
$21.40M
Avg closing price
$65.46
-18.6%
Last action
Exited
2025Q3
Current $53.29
8
2
200021014The Allstate Corporation
0.53%
of portfolio
Number of shares
99,955 sh
Holdings current value
$20.12M
Avg closing price
$114.70
Last action
Exited
2025Q3
Current —
9
U
UHAL/BU HAUL HOLDING COMPANY
0.48%
of portfolio
Number of shares
338,031 sh
Holdings current value
$18.38M
Avg closing price
$61.78
Last action
Exited
2025Q3
Current —
10
G
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
0.01%
of portfolio
Number of shares
4,029 sh
Holdings current value
$298.4K
Avg closing price
$82.03
-14.8%
Last action
Added 0.4%
2025Q4
Current $69.89

Portfolio heatmap

Box size = % of portfolio · color = return since filing
JANUS HENDERSON GROUP PLC
32.64%
GE
27.36% · +9.7%
SOLV
16.93% · -9.1%
WEN
9.17% · -39.3%
FERGUSON PLC NEW
6.24%
INVESCO LTD
6.08%
UHAL
0.56% · -12.0%
The Allstate Corporation
0.53%
UHAL/B
0.48%
GEHC
0.01% · -5.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials2 pos$1.06B51.7%
  • Healthcare2 pos$642.1M31.3%
  • Consumer Cyclical1 pos$347.6M17.0%
(46.0% unclassified, excluded from %)