What Nelson Peltz Bought in Q3 2025
Trian Fund Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$4.11B
Total Value
7
Holdings
0
New Buys
0
Reduced
In Q3 2025, Nelson Peltz reported 7 long equity positions worth $4.11B 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 | $1.42B | 34.53% | — |
| 2 | GE | GE Aerospace | 4030213 | $1.21B | 29.52% | — |
| 3 | SOLV | Solventum Corporation | 8462819 | $617.8M | 15.04% | — |
| 4 | IVZ | Invesco Ltd. | 14628455 | $335.6M | 8.17% | — |
| 5 | WEN | Wendys Co. | 30437023 | $278.8M | 6.79% | +0.0% |
| 6 | FERG | Ferguson Plc New | 1086357 | $244.0M | 5.94% | — |
| 7 | GEHC | GE HealthCare Technologies Inc. | 4029 | $303K | 0.01% | — |