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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
-0.7%
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
$3.74B
AUM Growth
-$145M
Cap. Flow
-$38.9M
Cap. Flow %
-1.04%
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
1
Reduced
2
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$39.6M
2
WEN icon
Wendy's
WEN
+$1.52M

Sector Composition

Rank Sector Weight
1 Financials 40.25%
2 Industrials 28.84%
3 Healthcare 17.23%
4 Consumer Discretionary 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JHG
1
DELISTED
Janus Henderson
JHG
$1.15B 30.84%
31,867,800
– –
GE icon
2
GE Aerospace
GE
$361B
$807M 21.59%
4,030,213
– –
SOLV icon
3
Solventum
SOLV
$15.2B
$644M 17.23%
8,462,819
– –
WEN icon
4
Wendy's
WEN
$1.72B
$445M 11.91%
30,423,683
-101,346
-0.3% -$1.52M
IVZ icon
5
Invesco
IVZ
$14.1B
$352M 9.41%
23,173,442
– –
FERG icon
6
Ferguson
FERG
$46.9B
$162M 4.33%
1,008,765
-228,509
-18% -$39.6M
UHAL.B icon
7
U-Haul Holding Co Series N
UHAL.B
$12.3B
$66.6M 1.78%
1,124,700
– –
UHAL icon
8
U-Haul Holding Co
UHAL
$13.9B
$42.6M 1.14%
652,000
– –
GEHC icon
9
GE HealthCare
GEHC
$33.8B
$325K 0.01%
4,029
– –

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Nelson Peltz's Q1 2025 Portfolio in Review

As of Q1 2025, Nelson Peltz held 10 positions worth $3.74B, down 3.7% from $3.88B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2025: 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 40% of assets, down from 45% a quarter earlier, followed by Industrials and Healthcare.

  • Nelson Peltz's biggest Q1 2025 reduction was Ferguson, cutting an estimated $39.6M.
  • Nelson Peltz's ten largest holdings make up 100% of its $3.74B portfolio in Q1 2025.
  • Nelson Peltz opened 0 new positions and closed 0 in Q1 2025.
  • Nelson Peltz's portfolio value fell 3.7% quarter-over-quarter to $3.74B.

Based on Trian Fund Management's 13F filing for Q1 2025, filed 15 May 2025.