Nelson Peltz - Trian Fund Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 10 | |
| Portfolio Value | $3.74B |
Trian Fund Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | GEHC GE HealthCare Technologies Inc. | Sell - Position Exit | -4,029-100.0% |
Q2 2025Jun 30, 2025 | UHAL U-Haul Holding Company | Sell - Position Exit | -652,000-100.0% |
Q2 2025Jun 30, 2025 | UHAL-B U-Haul Holding Company Series N | Sell - Position Exit | -1,124,700-100.0% |
Q2 2025Jun 30, 2025 | GE GE Aerospace | Sell - Position Exit | -4,030,213-100.0% |
Q2 2025Jun 30, 2025 | SOLV Solventum Corporation | Sell - Position Exit | -8,462,819-100.0% |
Q2 2025Jun 30, 2025 | WEN Wendy's Company (The) | Sell - Position Exit | -30,423,683-100.0% |
Q1 2025Mar 31, 2025 | WEN Wendy's Company (The) | Sell | -101,346-0.3% |
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% |
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 | 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 | DIS Walt Disney Company (The) | Sell - Position Exit | -2,645,583-100.0% |
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% |
Q2 2024Jun 30, 2024 | SYY Sysco Corporation | Sell - Position Exit | -1,223,500-100.0% |
Q2 2024Jun 30, 2024 | DIS Walt Disney Company (The) | Sell | -29,692,273-91.8% |
Q4 2023Dec 31, 2023 | GE GE Aerospace | Buy | +373+0.0% |
Q4 2023Dec 31, 2023 | GEHC GE HealthCare Technologies Inc. | Buy | +3+0.0% |
Q4 2023Dec 31, 2023 | DIS Walt Disney Company (The) | Sell | -530,451-1.6% |
Q4 2023Dec 31, 2023 | WEN Wendy's Company (The) | Sell | -1,883,593-5.6% |
Q3 2023Sep 30, 2023 | DIS Walt Disney Company (The) | Buy | +26,443,257+411.6% |