Nelson Peltz – Trian Fund Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – None reported
Reductions – Allstate (ALL), U-Haul Holding Company (UHAL), U-Haul Holding Company Series N (UHAL-B), Invesco (IVZ)
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Trian Fund Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | FERG Ferguson | Buy | +77,592+7.7% |
Q2 2025Jun 30, 2025 | WEN Wendy's Company (The) | Buy | +11,111+0.0% |
Q2 2025Jun 30, 2025 | ALL Allstate | Sell | -217,695-68.5% |
Q2 2025Jun 30, 2025 | UHAL U-Haul Holding Company | Sell | -298,665-45.8% |
Q2 2025Jun 30, 2025 | UHAL-B U-Haul Holding Company Series N | Sell | -786,669-69.9% |
Q2 2025Jun 30, 2025 | IVZ Invesco | Sell | -8,544,987-36.9% |
Q1 2025Mar 31, 2025 | ALL Allstate | Buy | +10,928+3.6% |
Q1 2025Mar 31, 2025 | WEN Wendy's Company (The) | Sell | -101,346-0.3% |
Q1 2025Mar 31, 2025 | FERG Ferguson | Sell | -228,509-18.5% |
Q4 2024Dec 31, 2024 | SOLV Solventum Corporation | Buy | +1,336,564+18.8% |
Q4 2024Dec 31, 2024 | UHAL U-Haul Holding Company | Buy | +202,405+45.0% |
Q4 2024Dec 31, 2024 | UHAL-B U-Haul Holding Company Series N | Buy | +75,645+7.2% |
Q4 2024Dec 31, 2024 | WEN Wendy's Company (The) | Buy | +12,434+0.0% |
Q4 2024Dec 31, 2024 | FERG Ferguson | Sell | -33,536-2.6% |
Q4 2024Dec 31, 2024 | ALL Allstate | Sell | -306,725-50.0% |
Q3 2024Sep 30, 2024 | SOLV Solventum Corporation | Buy | +1,765,676+32.9% |
Q3 2024Sep 30, 2024 | UHAL-B U-Haul Holding Company Series N | Buy | +139,755+15.4% |
Q3 2024Sep 30, 2024 | UHAL U-Haul Holding Company | Buy | +59,895+15.4% |
Q3 2024Sep 30, 2024 | RTO Rentokil Initial plc | Sell - Position Exit | -470,000-100.0% |
Q3 2024Sep 30, 2024 | FERG Ferguson | Sell | -683,053-35.0% |
Q3 2024Sep 30, 2024 | WEN Wendy's Company (The) | Sell | -995,273-3.2% |
Q3 2024Sep 30, 2024 | GEHC GE HealthCare Technologies Inc. | Sell | -1,338,804-99.7% |
Q3 2024Sep 30, 2024 | ALL Allstate | Sell | -1,400,061-69.5% |
Q3 2024Sep 30, 2024 | DIS Walt Disney Company (The) | Sell - Position Exit | -2,645,583-100.0% |
Q3 2024Sep 30, 2024 | IVZ Invesco | Sell | -4,050,292-14.9% |
Q2 2024Jun 30, 2024 | SOLV Solventum Corporation | Buy - Position Entry | +5,360,579 |
Q2 2024Jun 30, 2024 | UHAL-B U-Haul Holding Company Series N | Buy - Position Entry | +909,300 |
Q2 2024Jun 30, 2024 | RTO Rentokil Initial plc | Buy - Position Entry | +470,000 |
Q2 2024Jun 30, 2024 | UHAL U-Haul Holding Company | Buy - Position Entry | +389,700 |
Q2 2024Jun 30, 2024 | WEN Wendy's Company (The) | Buy | +40,718+0.1% |