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
Biggest winner since filing
GEGENERAL ELECTRIC CO
+189.5%
+$786.9M
Biggest loser since filing
WENWENDYS CO
-53.2%
−$236.8M
Investment strategy
Nelson Peltz is a mid-size fund with a highly concentrated portfolio tilted toward industrials names. 57% of the disclosed equity book is in Industrials.
Holdings
3 sectors7 positions
Top 3 = 79% of book · JANUS HENDER, GE, SOLV
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Performance
vs SPY40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
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Options & derivatives
No options
Nelson Peltz has no PUT or CALL positions disclosed for this quarter.
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Activity & trades
Quarter-by-quarterLast move 2025Q4
TRIM SOLV — and 4 more recent moves.
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Recent transactions
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ADD
GE HEALTHCARE TECHNOLOGIES I
+15
~$82.02 · 2025Q4
2026-02-17
TRIM
INVESCO LTD
−11,657,511
~$26.27 · 2025Q4
2026-02-17