Nelson Peltz - Trian Fund Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 10 | |
| Portfolio Value | $3.74B |
Portfolio Overview
Comprehensive analysis of Nelson Peltz's investment portfolio
6
Total Holdings
$3.7B
Portfolio Value
Mar 31, 2025
Latest Filing
21.6%
Largest Position
Top Holdings
1
GE
GE Aerospace
$806.6M
21.6%
2
SOLV
Solventum Corporation
$643.5M
17.2%
3
WEN
Wendys Co.
$445.1M
11.9%
↓-0.0%
4
UHAL-B
U-Haul Holding Company - B
$66.6M
1.8%
5
UHAL
U-Haul Holding Company
$42.6M
1.1%
Recent Activity
GEHC
GE HealthCare Technologies Inc.
-4,029
Jun 30, 2025
UHAL
U-Haul Holding Company
-652,000
Jun 30, 2025
UHAL-B
U-Haul Holding Company Series N
-1,124,700
Jun 30, 2025