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Nelson Peltz Trian Fund Management

AUM $4.23B
1-Year Est. Return 31.93%
 

Nelson Peltz is a founding partner of Trian Fund Management and one of the best-known activist investors of the past two decades. Trian typically takes large stakes in established companies and pushes for operational improvement, portfolio focus, and capital-return discipline. Peltz’s campaigns at major consumer, industrial, and financial companies keep Trian firmly in the public spotlight.

This Fund
S&P 500
This Quarter Est. Return
-0.64%
1 Year Est. Return
+31.93%
3 Year Est. Return
+105.52%
5 Year Est. Return
+95.38%
10 Year Est. Return
+298.68%
AUM
$3.88B
AUM Growth
-$10.5M
Cap. Flow
+$47.6M
Cap. Flow %
1.23%
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
4
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
SOLV icon
Solventum
SOLV
+$93.6M
2
UHAL icon
U-Haul Holding Co
UHAL
+$14.7M
3
UHAL.B icon
U-Haul Holding Co Series N
UHAL.B
+$4.97M
4
WEN icon
Wendy's
WEN
+$227K

Top Sells

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$6.66M

Sector Composition

Rank Sector Weight
1 Financials 45.37%
2 Industrials 25.87%
3 Healthcare 14.41%
4 Consumer Discretionary 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JHG
1
DELISTED
Janus Henderson
JHG
$1.36B 34.93%
31,867,800
– –
GE icon
2
GE Aerospace
GE
$361B
$672M 17.32%
4,030,213
– –
SOLV icon
3
Solventum
SOLV
$15.2B
$559M 14.41%
8,462,819
+1,336,564
+19% +$93.6M
WEN icon
4
Wendy's
WEN
$1.72B
$498M 12.82%
30,525,029
+12,434
+0% +$227K
IVZ icon
5
Invesco
IVZ
$14.1B
$405M 10.44%
23,173,442
– –
FERG icon
6
Ferguson
FERG
$46.9B
$215M 5.53%
1,237,274
-33,536
-3% -$6.66M
UHAL.B icon
7
U-Haul Holding Co Series N
UHAL.B
$12.3B
$72M 1.86%
1,124,700
+75,645
+7% +$4.97M
UHAL icon
8
U-Haul Holding Co
UHAL
$13.9B
$45M 1.16%
652,000
+202,405
+45% +$14.7M
GEHC icon
9
GE HealthCare
GEHC
$33.8B
$315K 0.01%
4,029
– –

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Nelson Peltz's Q4 2024 Portfolio in Review

As of Q4 2024, Nelson Peltz held 10 positions worth $3.88B, down 0.27% from $3.89B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 0%. Nelson Peltz opened no new positions and made no exits, leaving the 10-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 45% of assets, up from 42% a quarter earlier, followed by Industrials and Healthcare.

  • Nelson Peltz added most to Solventum in Q4 2024, an estimated $93.6M increase.
  • Nelson Peltz's biggest Q4 2024 reduction was Ferguson, cutting an estimated $6.66M.
  • Nelson Peltz's ten largest holdings make up 100% of its $3.88B portfolio in Q4 2024.
  • Nelson Peltz opened 0 new positions and closed 0 in Q4 2024.
  • Nelson Peltz's portfolio value fell 0.27% quarter-over-quarter to $3.88B.

Based on Trian Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.