Buyside Digest

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.

Ticker	Put/Call	Company Name	Industry	Value	Shares	Weighting %	Share Change	Change in Share %	Market Cap
JHG	-	Janus Henderson Group plc	Financials	1,515.95M	31,867,800	38.05%	0	-	7,345M
GE	-	GE Aerospace	Industrials	1,241.60M	4,030,765	31.16%	552	0.01%	345,705M
SOLV	-	Solventum Corporation	Health Care	652.68M	8,236,753	16.38%	-226,066	-2.67%	12,970M
WEN	-	Wendys Co.	Consumer Discretionary	253.57M	30,440,318	6.36%	3,295	0.01%	1,527M
FERG	-	Ferguson Plc New	Industrials	241.86M	1,086,357	6.07%	0	-	52,421M
IVZ	-	Invesco Ltd.	Financials	78.05M	2,970,944	1.96%	-11,657,511	-79.69%	11,911M
GEHC	-	GE HealthCare Technologies Inc.	Health Care	0.33M	4,044	0.01%	15	0.37%	37,800M

Nelson Peltz

About Investor

Investor Philosophy

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: