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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 · 2025Q3
7 positions
1
G4474Y214JANUS HENDERSON GROUP PLC
34.53%
of portfolio
Number of shares
31,867,800 sh
Holdings current value
$1.42B
Avg closing price
$35.33
Last action
Added 12.7%
2022Q1
Current —
2
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
29.52%
of portfolio
Number of shares
4,030,213 sh
Holdings current value
$1.21B
Avg closing price
$103.03
+195.2%
Last action
Added 0.0%
2025Q4
Current $304.13
3
SOLVSOLVENTUM CORP
Healthcare·Medical Instruments & Supplies
15.04%
of portfolio
Number of shares
8,462,819 sh
Holdings current value
$617.79M
Avg closing price
$58.48
+20.5%
Last action
Trimmed 2.6%
2025Q4
Current $70.48
4
G491BT108INVESCO LTD
8.17%
of portfolio
Number of shares
14,628,455 sh
Holdings current value
$335.58M
Avg closing price
$15.82
Last action
Trimmed 44.3%
2025Q4
Current —
5
WENWENDYS CO
Consumer Cyclical·Restaurants
6.79%
of portfolio
Number of shares
30,437,023 sh
Holdings current value
$278.80M
Avg closing price
$14.63
-52.5%
Last action
Added 0.0%
2025Q4
Current $6.95
6
G3421J106FERGUSON PLC NEW
5.94%
of portfolio
Number of shares
1,086,357 sh
Holdings current value
$243.97M
Avg closing price
$125.70
Last action
Added 7.7%
2025Q2
Current —
7
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
0.01%
of portfolio
Number of shares
4,029 sh
Holdings current value
$302.6K
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
34.53%
GE
29.52% · +1.1%
SOLV
15.04% · -3.5%
INVESCO LTD
8.17%
WEN
6.79% · -24.1%
FERGUSON PLC NEW
5.94%
GEHC
0.01% · -0.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials1 pos$1.21B57.5%
  • Healthcare2 pos$618.1M29.3%
  • Consumer Cyclical1 pos$278.8M13.2%
(48.6% unclassified, excluded from %)