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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
+10.6%
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
$3.79B
AUM Growth
+$56.2M
Cap. Flow
-$215M
Cap. Flow %
-5.66%
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
2
Reduced
4
Closed
–

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$14.3M
2
WEN icon
Wendy's
WEN
+$136K

Top Sells

Rank Stock Value
1
IVZ icon
Invesco
IVZ
+$123M
2
UHAL.B icon
U-Haul Holding Co Series N
UHAL.B
+$43.9M
3
UHAL icon
U-Haul Holding Co
UHAL
+$18.7M

Sector Composition

Rank Sector Weight
1 Financials 38.73%
2 Industrials 34.64%
3 Healthcare 16.93%
4 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JHG
1
DELISTED
Janus Henderson
JHG
$1.24B 32.64%
31,867,800
– –
GE icon
2
GE Aerospace
GE
$361B
$1.04B 27.36%
4,030,213
– –
SOLV icon
3
Solventum
SOLV
$15.2B
$642M 16.93%
8,462,819
– –
WEN icon
4
Wendy's
WEN
$1.72B
$348M 9.17%
30,434,794
+11,111
+0% +$136K
FERG icon
5
Ferguson
FERG
$46.9B
$237M 6.24%
1,086,357
+77,592
+8% +$14.3M
IVZ icon
6
Invesco
IVZ
$14.1B
$231M 6.08%
14,628,455
-8,544,987
-37% -$123M
UHAL icon
7
U-Haul Holding Co
UHAL
$13.9B
$21.4M 0.56%
353,335
-298,665
-46% -$18.7M
UHAL.B icon
8
U-Haul Holding Co Series N
UHAL.B
$12.3B
$18.4M 0.48%
338,031
-786,669
-70% -$43.9M
GEHC icon
9
GE HealthCare
GEHC
$33.8B
$298K 0.01%
4,029
– –

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Nelson Peltz's Q2 2025 Portfolio in Review

As of Q2 2025, Nelson Peltz held 10 positions worth $3.79B, up 1.5% from $3.74B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Nelson Peltz withdrew a net $215M in Q2 2025, reducing 4 holdings. Its largest reduction was Invesco, cutting an estimated $123M.

By sector, the portfolio is most concentrated in Financials at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Nelson Peltz added an estimated $14.3M to Ferguson.

  • Nelson Peltz added most to Ferguson in Q2 2025, an estimated $14.3M increase.
  • Nelson Peltz's biggest Q2 2025 reduction was Invesco, cutting an estimated $123M.
  • Nelson Peltz's ten largest holdings make up 100% of its $3.79B portfolio in Q2 2025.
  • Nelson Peltz opened 0 new positions and closed 0 in Q2 2025.
  • Nelson Peltz's portfolio value rose 1.5% quarter-over-quarter to $3.79B.

Based on Trian Fund Management's 13F filing for Q2 2025, filed 14 Aug 2025.