What Nelson Peltz Bought in Q1 2025
Trian Fund Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$3.74B
Total Value
10
Holdings
0
New Buys
2
Reduced
In Q1 2025, Nelson Peltz reported 10 long equity positions worth $3.74B in their Trian Fund Management 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | 31867800 | $1.15B | 30.84% | — |
| 2 | GE | GE Aerospace | 4030213 | $806.6M | 21.59% | — |
| 3 | SOLV | Solventum Corporation | 8462819 | $643.5M | 17.23% | — |
| 4 | WEN | Wendys Co. | 30423683 | $445.1M | 11.91% | -0.3% |
| 5 | IVZ | Invesco Ltd. | 23173442 | $351.5M | 9.41% | — |
| 6 | FERG | Ferguson Plc New | 1008765 | $161.6M | 4.33% | -18.5% |
| 7 | UHAL-B | U-Haul Holding Company - B | 1124700 | $66.6M | 1.78% | — |
| 8 | ALL | The Allstate Corporation | 317650 | $65.8M | 1.76% | +3.6% |
| 9 | UHAL | U-Haul Holding Company | 652000 | $42.6M | 1.14% | — |
| 10 | GEHC | GE HealthCare Technologies Inc. | 4029 | $325K | 0.01% | — |