Trian Fund Management Nelson Peltz

Top positions activity

Value History

Quarterly report: Q2 2025

Total portfolio value: $3.8B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JHG
Janus Henderson Group plc 1.2B 32.64% 31.9M =
GE
General Electric Co. 1.0B 27.35% 4.0M =
WEN
Wendy`s Co - Class A 347.6M 9.16% 30.4M +11.1K ↑0.04%
FERG
Ferguson Plc. 236.6M 6.23% 1.1M +77.6K ↑7.69%
IVZ
Invesco Ltd 230.7M 6.08% 14.6M -8.5M ↓36.87%
UHAL
Amerco 21.4M 0.56% 353.3K -298.7K ↓45.81%