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Nelson Peltz — Institutional Investor Profile | Buyside Digest

Nelson Peltz

✓ Verified

Institutional Investor • Trian Fund Management

Value

$4.0B

Stocks

8 Stocks

Turnover

0.0%

CIK

0001345471EDGAR ↗

Top Holdings

GE(36.72%) JHG(32.52%) SOLV(15.49%) FERG(6.29%) GEHC(4.81%)

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

Investment philosophy details pending verification.

Nelson Peltz Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
GE	None	General Electric Company	Industrials	$1506.4M	36.7%	No Change
JHG	None	Janus Henderson Group PLC	Financials	$1334.0M	32.5%	No Change
SOLV	None	Solventum Corporation	Health Care	$635.5M	15.5%	No Change
FERG	None	Ferguson Enterprises Inc.	Industrials	$257.8M	6.3%	No Change
GEHC	None	GE HealthCare Technologies Inc.	Health Care	$197.5M	4.8%	No Change
WEN	None	Wendy's	Consumer Discretionary	$123.9M	3.0%	No Change
IVZ	None	Invesco	General	$42.9M	1.1%	No Change
MICC	None	Magnum Ice Cream Company N.V.	Consumer Staples	$4.2M	0.1%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Industrials43.0%

Financials32.5%

Health Care20.3%

Consumer Discretionary3.0%

General1.1%

Sector	Stocks	Value	Exposure
Industrials	2	$1764.2M	43.0%
Financials	1	$1334.0M	32.5%
Health Care	2	$833.0M	20.3%
Consumer Discretionary	1	$123.9M	3.0%
General	1	$42.9M	1.1%
Consumer Staples	1	$4.2M	0.1%