What Nelson Peltz Bought in Q2 2024
Trian Fund Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$4.10B
Total Value
12
Holdings
4
New Buys
4
Reduced
In Q2 2024, Nelson Peltz reported 12 long equity positions worth $4.10B in their Trian Fund Management 13F filing, including 4 new positions (largest: Solventum Corporation at $283.5M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | 31867800 | $1.07B | 26.20% | — |
| 2 | GE | General Electric Co. | 4030213 | $640.7M | 15.63% | — |
| 3 | WEN | Wendys Co. | 31507868 | $534.4M | 13.03% | +0.1% |
| 4 | IVZ | Invesco Ltd. | 27223734 | $407.3M | 9.93% | -19.8% |
| 5 | FERG | Ferguson Plc New | 1953863 | $378.4M | 9.23% | -21.6% |
| 6 | ALL | The Allstate Corporation | 2013508 | $321.5M | 7.84% | -10.0% |
| 7 | SOLV | Solventum Corporation | 5360579 | $283.5M | 6.91% | NEW |
| 8 | DIS | The Walt Disney Company | 2645583 | $262.7M | 6.41% | -91.8% |
| 9 | GEHC | GE HealthCare Technologies Inc. | 1342833 | $104.6M | 2.55% | — |
| 10 | UHAL-B | U-Haul Holding Company - B | 909300 | $54.6M | 1.33% | NEW |
| 11 | UHAL | U-Haul Holding Company | 389700 | $24.1M | 0.59% | NEW |
| 12 | RKLIF | Rentokil Initial plc | 470000 | $13.9M | 0.34% | NEW |