Activist · CIK 0001345471
Nelson Peltz
Trian Fund Mgmt
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.
Portfolio
$3.98B
Positions
7
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$324M
Lifetime buys
$5.00B
Lifetime sells
$9.33B
Quarter activity
What changed in 2023Q4 — net new, added, trimmed, exited.
Recent transactions
Last 20 moves
TRIM
INVESCO LTD
−11,657,511
~$26.27 · 2025Q4
2026-02-17
ADD
GE HEALTHCARE TECHNOLOGIES I
+15
~$82.02 · 2025Q4
2026-02-17
SOLD
The Allstate Corporation
−99,955
~$201.31 · 2025Q3
2025-11-14
SOLD
U HAUL HOLDING COMPANY
−338,031
~$54.37 · 2025Q3
2025-11-14
TRIM
The Allstate Corporation
−217,695
~$201.31 · 2025Q2
2025-08-14
ADD
FERGUSON PLC NEW
+77,592
~$217.75 · 2025Q2
2025-08-14
TRIM
U HAUL HOLDING COMPANY
−786,669
~$54.37 · 2025Q2
2025-08-14
ADD
The Allstate Corporation
+10,928
~$207.07 · 2025Q1
2025-05-15
TRIM
FERGUSON PLC NEW
−228,509
~$160.23 · 2025Q1
2025-05-15
TRIM
The Allstate Corporation
−306,725
~$192.79 · 2024Q4
2025-02-14