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 13F filing (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 15.3% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$3.98B
Positions
7
Quarter
2025Q4
Filings tracked
40
1-Yearactual
+15.35%
since 2024Q4
3-Year
—
insufficient history
5-Yearactual
-16.07%
since 2020Q4
10-Year
—
insufficient history
Performance overview
We mark Nelson Peltz (Trian Fund Mgmt)'s disclosed 13F book to current market prices and compare its growth against the S&P 500 (SPY). Nelson's portfolio is 15.3% over the last 12 months · 89.0% since 2016Q1.
Portfolio growth vs SPY
Rebased to 100 at 2016Q1 · through 2025Q4
Nelson Peltz
-61.6%
SPY
—
Portfolio line tracks reported 13F AUM (mark-to-market on filing dates). It includes inflows/outflows so it isn't a pure time-weighted return — same convention as Dataroma and StockCircle.
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$324M
Lifetime buys
$5.00B
Lifetime sells
$9.33B
Portfolio over time
AUMPositions
QoQ AUM
-3.0%
16Q lifetime AUM
-33.3%
QoQ positions
+0
16Q lifetime positions
-1
Position concentration
8 positions