What Nelson Peltz Bought in Q4 2024
Trian Fund Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$3.88B
Total Value
10
Holdings
0
New Buys
2
Reduced
In Q4 2024, Nelson Peltz reported 10 long equity positions worth $3.88B 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 | $1.36B | 34.93% | — |
| 2 | GE | General Electric Co. | 4030213 | $672.2M | 17.32% | — |
| 3 | SOLV | Solventum Corporation | 8462819 | $559.1M | 14.41% | +18.8% |
| 4 | WEN | Wendys Co. | 30525029 | $497.6M | 12.82% | +0.0% |
| 5 | IVZ | Invesco Ltd. | 23173442 | $405.1M | 10.44% | — |
| 6 | FERG | Ferguson Plc New | 1237274 | $214.8M | 5.53% | -2.6% |
| 7 | UHAL-B | U-Haul Holding Company - B | 1124700 | $72.0M | 1.86% | +7.2% |
| 8 | ALL | The Allstate Corporation | 306722 | $59.1M | 1.52% | -50.0% |
| 9 | UHAL | U-Haul Holding Company | 652000 | $45.0M | 1.16% | +45.0% |
| 10 | GEHC | GE HealthCare Technologies Inc. | 4029 | $315K | 0.01% | — |