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 Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 4.6 years | Style | Average duration positions are maintained |
| Position Count | 14 | Style | Number of active positions in portfolio |
| Position Size | 15.5% | Risk | Typical allocation per position |
| Win Rate | 57.7% | Performance | Percentage of profitable positions |
| Average Return | 62.3% | Performance | Mean return across positions |
| Sharpe Ratio | 0.09 | Performance | Return per unit of risk taken |
Investment Case Study: General Electric Co. (GE)
9/30/2021 - 8/6/2025
Performance Metrics
Total Return: 114,016.11%
Holding Period: 1406 days
Max Position Size: $514,376,085.00
Position Weight: 6.86%
Key Events
9/30/2021: ENTRY(4,025,628.00 shares) @ $0.10
12/31/2021: INCREASE(485.00 shares) @ $0.09
3/31/2022: INCREASE(8.00 shares) @ $0.09
6/30/2022: INCREASE(494.00 shares) @ $0.06
9/30/2022: INCREASE(659.00 shares) @ $0.06
12/31/2022: INCREASE(1,217.00 shares) @ $0.08
3/31/2023: INCREASE(507.00 shares) @ $95.60
9/30/2023: INCREASE(842.00 shares) @ $110.55
12/31/2023: INCREASE(373.00 shares) @ $127.63
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure