What Nelson Peltz Bought in Q3 2024
Trian Fund Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$3.89B
Total Value
10
Holdings
0
New Buys
4
Reduced
In Q3 2024, Nelson Peltz reported 10 long equity positions worth $3.89B 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 | $1.21B | 31.18% | — |
| 2 | GE | General Electric Co. | 4030213 | $760.0M | 19.53% | — |
| 3 | WEN | Wendys Co. | 30512595 | $534.6M | 13.74% | -3.2% |
| 4 | SOLV | Solventum Corporation | 7126255 | $496.8M | 12.77% | +32.9% |
| 5 | IVZ | Invesco Ltd. | 23173442 | $406.9M | 10.46% | -14.9% |
| 6 | FERG | Ferguson Plc New | 1270810 | $252.3M | 6.49% | -35.0% |
| 7 | ALL | The Allstate Corporation | 613447 | $116.3M | 2.99% | +-69.5% |
| 8 | UHAL-B | U-Haul Holding Company - B | 1049055 | $75.5M | 1.94% | 15.4% |
| 9 | UHAL | U-Haul Holding Company | 449595 | $34.8M | 0.90% | +15.4% |
| 10 | GEHC | GE HealthCare Technologies Inc. | 4029 | $378K | 0.01% | +-99.7% |