Activist · CIK 0001345471

Nelson Peltz

Trian Fund Mgmt
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Nelson Peltz runs Trian Fund Mgmt, an activist overseeing $3.98B in disclosed equity holdings (SEC CIK 0001345471). The latest portfolio (2025Q4) discloses 7 positions across 3 sectors, with the largest positions in JANUS HENDERSON GROUP PLC, GE and SOLV. On a mark-to-market basis the tracked portfolio has returned 28.6% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Nelson's filingsView holdings
Portfolio
$3.98B
Positions
7
Quarter
2025Q4
Filings tracked
40
1Y+28.6%3Y+101.9%5Y+64.1%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$3.29B+$1.64B$0-$1.64B-$3.29B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$324M
Lifetime buys
$5.00B
Lifetime sells
$9.33B

Quarter activity

What changed in 2023Q3 — net new, added, trimmed, exited.
New positions2 names
  • 200021The Allstate Corporation
    +3,643,618
    $405.9M
  • SYYSYSCO CORP
    +1,223,500
    $80.8M
Added to3 names
  • DISDISNEY WALT CO
    +26,443,257
    $2.14B
  • WENWENDYS CO
    +12,618,115
    $257.5M
  • GEGENERAL ELECTRIC CO
    +842
    $93K
Trimmed1 name
  • G3421JFERGUSON PLC NEW
    −79,482
    $13.1M
Exited1 name
  • MDLZMONDELEZ INTL INC
    −16,530
    $1.2M

Recent transactions

Last 20 moves
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed G491BT108
INVESCO LTD
−11,657,511
~$26.27 · 2025Q4
2026-02-17
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed SOLV
SOLVENTUM CORP
−226,066
~$79.24 · 2025Q4
2026-02-17
ADD
Nelson Peltz (Trian Fund Mgmt) added to WEN
WENDYS CO
+3,295
~$8.33 · 2025Q4
2026-02-17
ADD
Nelson Peltz (Trian Fund Mgmt) added to GEHC
GE HEALTHCARE TECHNOLOGIES I
+15
~$82.02 · 2025Q4
2026-02-17
ADD
Nelson Peltz (Trian Fund Mgmt) added to GE
GENERAL ELECTRIC CO
+552
~$308.03 · 2025Q4
2026-02-17
SOLD
Nelson Peltz (Trian Fund Mgmt) exited UHAL
AMERCO
−353,335
~$60.56 · 2025Q3
2025-11-14
ADD
Nelson Peltz (Trian Fund Mgmt) added to WEN
WENDYS CO
+2,229
~$9.16 · 2025Q3
2025-11-14
SOLD
Nelson Peltz (Trian Fund Mgmt) exited 200021014
The Allstate Corporation
−99,955
~$201.31 · 2025Q3
2025-11-14
SOLD
Nelson Peltz (Trian Fund Mgmt) exited UHAL/B
U HAUL HOLDING COMPANY
−338,031
~$54.37 · 2025Q3
2025-11-14
ADD
Nelson Peltz (Trian Fund Mgmt) added to WEN
WENDYS CO
+11,111
~$11.42 · 2025Q2
2025-08-14
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed 200021014
The Allstate Corporation
−217,695
~$201.31 · 2025Q2
2025-08-14
ADD
Nelson Peltz (Trian Fund Mgmt) added to G3421J106
FERGUSON PLC NEW
+77,592
~$217.75 · 2025Q2
2025-08-14
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed UHAL/B
U HAUL HOLDING COMPANY
−786,669
~$54.37 · 2025Q2
2025-08-14
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed UHAL
AMERCO
−298,665
~$60.56 · 2025Q2
2025-08-14
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed G491BT108
INVESCO LTD
−8,544,987
~$15.77 · 2025Q2
2025-08-14
ADD
Nelson Peltz (Trian Fund Mgmt) added to 200021014
The Allstate Corporation
+10,928
~$207.07 · 2025Q1
2025-05-15
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed WEN
WENDYS CO
−101,346
~$14.63 · 2025Q1
2025-05-15
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed G3421J106
FERGUSON PLC NEW
−228,509
~$160.23 · 2025Q1
2025-05-15
TRIM
Nelson Peltz (Trian Fund Mgmt) trimmed 200021014
The Allstate Corporation
−306,725
~$192.79 · 2024Q4
2025-02-14
ADD
Nelson Peltz (Trian Fund Mgmt) added to UHAL
AMERCO
+202,405
~$69.09 · 2024Q4
2025-02-14