Trian Fund Management Nelson Peltz

Top positions activity

Value History

Quarterly report: Q3 2025

Total portfolio value: $4.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JHG
Janus Henderson Group plc 1.4B 34.53% 31.9M =
GE
General Electric Co. 1.2B 29.51% 4.0M =
IVZ
Invesco Ltd 335.6M 8.17% 14.6M =
WEN
Wendy`s Co - Class A 278.8M 6.78% 30.4M +2.2K ↑0.01%
FERG
Ferguson Plc. 244.0M 5.94% 1.1M =
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
UHAL
Amerco 21.4M 0.56% 353.3K Sold Out