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 |
|---|---|---|---|
Q1 2023Mar 31, 2023 | IVZ Invesco | Sell | -21,818,538-39.1% |
Q4 2022Dec 31, 2022 | DIS Walt Disney Company (The) | Buy - Position Entry | +9,029,800 |
Q4 2022Dec 31, 2022 | GE GE Aerospace | Buy | +1,217+0.0% |
Q4 2022Dec 31, 2022 | PG Procter & Gamble Company (The) | Sell - Position Exit | -5,589-100.0% |
Q4 2022Dec 31, 2022 | SYY Sysco Corporation | Sell | -7,173,000-99.9% |
Q3 2022Sep 30, 2022 | GE GE Aerospace | Buy | +659+0.0% |
Q3 2022Sep 30, 2022 | PG Procter & Gamble Company (The) | Buy | +132+2.4% |
Q3 2022Sep 30, 2022 | FERG Ferguson | Sell | -1,608,430-12.5% |
Q3 2022Sep 30, 2022 | SYY Sysco Corporation | Sell | -1,615,617-18.4% |
Q2 2022Jun 30, 2022 | IVZ Invesco | Buy | +1,724,600+3.2% |
Q2 2022Jun 30, 2022 | FERG Ferguson | Buy | +1,423,880+12.5% |
Q2 2022Jun 30, 2022 | GE GE Aerospace | Buy | +494+0.0% |
Q2 2022Jun 30, 2022 | MDLZ Mondelez International, Inc. | Sell | -434,028-96.4% |
Q2 2022Jun 30, 2022 | SYY Sysco Corporation | Sell | -2,710,672-23.6% |
Q1 2022Mar 31, 2022 | IVZ Invesco | Buy | +8,560,175+18.8% |
Q1 2022Mar 31, 2022 | JHG Janus Henderson | Buy | +3,595,152+12.7% |
Q1 2022Mar 31, 2022 | FERG Ferguson | Buy | +10,750+0.1% |
Q1 2022Mar 31, 2022 | MDLZ Mondelez International, Inc. | Buy | +83+0.0% |
Q1 2022Mar 31, 2022 | GE GE Aerospace | Buy | +8+0.0% |
Q1 2022Mar 31, 2022 | PG Procter & Gamble Company (The) | Sell | -231,927-97.7% |
Q1 2022Mar 31, 2022 | SYY Sysco Corporation | Sell | -1,350,133-10.5% |
Q1 2022Mar 31, 2022 | CMCSA Comcast Corporation | Sell - Position Exit | -19,991,416-100.0% |
Q4 2021Dec 31, 2021 | JHG Janus Henderson | Buy - Position Entry | +28,272,648 |
Q4 2021Dec 31, 2021 | IVZ Invesco | Buy | +8,718,084+23.7% |
Q4 2021Dec 31, 2021 | GE GE Aerospace | Buy | +485+0.0% |
Q4 2021Dec 31, 2021 | SYY Sysco Corporation | Sell | -528,664-4.0% |
Q4 2021Dec 31, 2021 | FERG Ferguson | Sell | -1,336,950-10.5% |
Q4 2021Dec 31, 2021 | PG Procter & Gamble Company (The) | Sell | -5,032,139-95.5% |
Q4 2021Dec 31, 2021 | MDLZ Mondelez International, Inc. | Sell | -7,547,664-94.4% |
Q3 2021Sep 30, 2021 | GE GE Aerospace | Buy - Position Entry | +4,025,628 |