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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
+12.02%
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
$4.11B
AUM Growth
+$315M
Cap. Flow
-$59.9M
Cap. Flow %
-1.46%
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
1
Reduced
–
Closed
3

Top Buys

Rank Stock Value
1
WEN icon
Wendy's
WEN
+$22.9K

Top Sells

Rank Stock Value
1
UHAL icon
U-Haul Holding Co
UHAL
+$21.4M
2
UHAL.B icon
U-Haul Holding Co Series N
UHAL.B
+$18.4M

Sector Composition

Rank Sector Weight
1 Financials 42.71%
2 Industrials 35.46%
3 Healthcare 15.05%
4 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JHG
1
DELISTED
Janus Henderson
JHG
$1.42B 34.54%
31,867,800
– –
GE icon
2
GE Aerospace
GE
$361B
$1.21B 29.52%
4,030,213
– –
SOLV icon
3
Solventum
SOLV
$15.2B
$618M 15.04%
8,462,819
– –
IVZ icon
4
Invesco
IVZ
$14.1B
$336M 8.17%
14,628,455
– –
WEN icon
5
Wendy's
WEN
$1.72B
$279M 6.79%
30,437,023
+2,229
+0% +$22.9K
FERG icon
6
Ferguson
FERG
$46.9B
$244M 5.94%
1,086,357
– –
GEHC icon
7
GE HealthCare
GEHC
$33.8B
$303K 0.01%
4,029
– –
UHAL icon
8
U-Haul Holding Co
UHAL
$13.9B
– –
-353,335
Closed -$21.4M
UHAL.B icon
9
U-Haul Holding Co Series N
UHAL.B
$12.3B
– –
-338,031
Closed -$18.4M

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Nelson Peltz's Q3 2025 Portfolio in Review

As of Q3 2025, Nelson Peltz held 10 positions worth $4.11B, up 8.3% from $3.79B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Nelson Peltz's Q3 2025 filing shows 1 increased and 3 closed positions. The largest sale was U-Haul Holding Co, an estimated $21.4M.

By sector, the portfolio is most concentrated in Financials at 43% of assets, up from 39% a quarter earlier, followed by Industrials and Healthcare.

  • Nelson Peltz added most to Wendy's in Q3 2025, an estimated $22.9K increase.
  • Nelson Peltz fully exited U-Haul Holding Co in Q3 2025, selling an estimated $21.4M.
  • Nelson Peltz's ten largest holdings make up 100% of its $4.11B portfolio in Q3 2025.
  • Nelson Peltz opened 0 new positions and closed 3 in Q3 2025.
  • Nelson Peltz's portfolio value rose 8.3% quarter-over-quarter to $4.11B.

Based on Trian Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.