What Nelson Peltz Bought in Q4 2025
Trian Fund Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$3.98B
Total Value
7
Holdings
0
New Buys
1
Reduced
In Q4 2025, Nelson Peltz reported 7 long equity positions worth $3.98B 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 | $1.52B | 38.05% | — |
| 2 | GE | GE Aerospace | 4030765 | $1.24B | 31.16% | +0.0% |
| 3 | SOLV | Solventum Corporation | 8236753 | $652.7M | 16.38% | -2.7% |
| 4 | WEN | Wendys Co. | 30440318 | $253.6M | 6.36% | +0.0% |
| 5 | FERG | Ferguson Plc New | 1086357 | $241.9M | 6.07% | — |
| 6 | IVZ | Invesco Ltd. | 2970944 | $78.0M | 1.96% | +-79.7% |
| 7 | GEHC | GE HealthCare Technologies Inc. | 4044 | $332K | 0.01% | +0.4% |