Nelson Peltz
Trian Fund Management
Value
4.0B
Stocks
7 Stocks (0 new)
Turnover
0.0%
CIK
1345471
Top Holdings
JHG(38.05%) GE(31.16%) SOLV(16.38%) WEN(6.36%) FERG(6.07%)
About Investor
Established investor leading Trian Fund Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Nelson Peltz Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| JHG | - | Janus Henderson Group plc | Financials | 1,516.0M | 31.9M | 38.1% | 0 | No Change | 7,344.5M |
| GE | - | GE Aerospace | Industrials | 1,241.6M | 4.0M | 31.2% | 552 | 0.0% | 345,704.7M |
| SOLV | - | Solventum Corporation | Health Care | 652.7M | 8.2M | 16.4% | -226,066 | -2.7% | 12,970.4M |
| WEN | - | Wendys Co. | Consumer Discretionary | 253.6M | 30.4M | 6.4% | 3,295 | 0.0% | 1,527.4M |
| FERG | - | Ferguson Plc New | Industrials | 241.9M | 1.1M | 6.1% | 0 | No Change | 52,421.0M |
| IVZ | - | Invesco Ltd. | Financials | 78.0M | 3.0M | 2.0% | -11,657,511 | -79.7% | 11,910.7M |
| GEHC | - | GE HealthCare Technologies Inc. | Health Care | 331.7K | 4.0K | 0.0% | 15 | 0.4% | 37,799.9M |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Consumer Discretionary | 9.2% | 6.4% | -2.9% |
| Industrials | 34.8% | 37.2% | +2.4% |
| Financials | 38.9% | 40.0% | +1.1% |
| Health Care | 17.0% | 16.4% | -0.6% |
