What Nelson Peltz Bought in Q2 2025
Trian Fund Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$3.79B
Total Value
10
Holdings
0
New Buys
2
Reduced
In Q2 2025, Nelson Peltz reported 10 long equity positions worth $3.79B in their Trian Fund Management 13F filing and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | 31867800 | $1.24B | 32.64% | — |
| 2 | GE | GE Aerospace | 4030213 | $1.04B | 27.36% | — |
| 3 | SOLV | Solventum Corporation | 8462819 | $641.8M | 16.93% | — |
| 4 | WEN | Wendys Co. | 30434794 | $347.6M | 9.17% | +0.0% |
| 5 | FERG | Ferguson Plc New | 1086357 | $236.6M | 6.24% | +7.7% |
| 6 | IVZ | Invesco Ltd. | 14628455 | $230.7M | 6.08% | -36.9% |
| 7 | UHAL | U-Haul Holding Company | 353335 | $21.4M | 0.56% | -45.8% |
| 8 | ALL | The Allstate Corporation | 99955 | $20.1M | 0.53% | +-68.5% |
| 9 | UHAL-B | U-Haul Holding Company - B | 338031 | $18.4M | 0.48% | +-69.9% |
| 10 | GEHC | GE HealthCare Technologies Inc. | 4029 | $298K | 0.01% | — |