Nelson Peltz
Trian Fund Management, L.P.
·
CIK
1345471
Nelson Peltz is the activist investor leading Trian Fund Management.
14 Aug 2024
Last Update
AUM
$4.1BHoldings
13ROI %
38.99%QoQ%
10.29%Avg. Holding Period
3y
Sector Breakdown
Top Investments
Performance
Holdings
S&P 500
Stocks
13
Options
0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
JHG
Janus Henderson Group PLC
31.87M
$1.07B
26.20%
-
-
$30.1(11.99%)
$33.71
30 Jun 2024
GE
GE Aerospace
4.03M
$640.68M
15.63%
-1.02M
-20.19%
$124.99(27.19%)
$158.97
30 Jun 2024
WEN
The Wendy’s Co
31.51M
$534.37M
13.03%
40.72K
0.13%
$11.76(44.22%)
$16.96
30 Jun 2024
IVZ
Invesco Plc
27.22M
$407.27M
9.93%
-6.72M
-19.79%
$15.83(-5.50%)
$14.96
30 Jun 2024
FERG
Ferguson Plc
1.95M
$378.37M
9.23%
-539.82K
-21.65%
$118.62(63.25%)
$193.65
30 Jun 2024
ALL
The Allstate Corporation
2.01M
$321.48M
7.84%
-223.76K
-10.00%
$111.41(43.31%)
$159.66
30 Jun 2024
SOLV
Solventum Corp.
5.36M
$283.47M
6.91%
5.36M
New
$52.88(0.00%)
$52.88
30 Jun 2024
DIS
Walt Disney Company
2.65M
$262.68M
6.41%
-29.69M
-91.82%
$82.23(20.75%)
$99.29
30 Jun 2024
GEHC
GE HealthCare Technologies Inc.
1.34M
$104.63M
2.55%
-
-
$82.03(-5.01%)
$77.92
30 Jun 2024
UHALB
AMERCO
909.3K
$54.58M
1.33%
909.3K
New
$60.02(0.00%)
$60.02
30 Jun 2024
UHAL
U-Haul Holding Company
389.7K
$24.06M
0.59%
389.7K
New
$61.73(0.00%)
$61.73
30 Jun 2024
RTOKY
Rentokil Initial PLC ADR
470K
$13.94M
0.34%
470K
New
$29.65(0.00%)
$29.65
30 Jun 2024
SYY
Sysco Corporation
-
-
-
-1.22M
-100.00%
$65.95(23.09%)
$81.18
30 Jun 2024
