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.

Track Nelson's filings View holdings

Portfolio

$3.98B

Positions

Quarter

2025Q4

Filings tracked

1Y+28.6%Since filing+91.1%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Biggest winner since filing

GEGENERAL ELECTRIC CO

+195.2%

+$810.5M

Biggest loser since filing

WENWENDYS CO

-52.5%

−$234.4M

Investment strategy

Nelson Peltz is a mid-size fund with a highly concentrated portfolio tilted toward industrials names. 44% of the disclosed equity book is in Industrials.