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

$2.0B

Portfolio Value

Industrials

Top Sector

3

Sectors

Investment Strategy Insights

• Nelson Peltz maintains a diversified portfolio across 3 sectors
• Top 5 holdings represent 53.7% of the portfolio
• Largest position: GE Aerospace (GE) at 21.6%

Trends by sector

Investment Adjustments from Previous Filing

Trian Fund Management Holdings

Symbol	Company	Portfolio %	Price	Quantity	Change Qty	Change Value	% Change	Total Value
GE GE Aerospace	GE Aerospace	21.59%	$200.15	4,030,213	-	-	-	$806,647,132
SOLV Solventum Corporation	Solventum Corporation	17.23%	$76.04	8,462,819	-	-	-	$643,512,757
WEN Wendys Co.	Wendys Co.	11.91%	$14.63	30,423,683	-101,346	-$1,482,692	-0.33%	$445,098,483
UHAL-B U-Haul Holding Company - B	U-Haul Holding Company - B	1.78%	$59.18	1,124,700	-	-	-	$66,559,746
UHAL U-Haul Holding Company	U-Haul Holding Company	1.14%	$65.36	652,000	-	-	-	$42,614,720
GEHC GE HealthCare Technologies Inc.	GE HealthCare Technologies Inc.	0.01%	$80.71	4,029	-	-	-	$325,181

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