Nelson Peltz
Fund Manager 13FFounding Partner, Trian Fund Management. Activist investor.
Portfolio Value & Profit / Loss
Portfolio value
—
Profit / loss (amount)
—
Profit / loss (%)
—
Portfolio Breakdown
Trade History
| Trade Date | Disclosed | Ticker | Asset | Action | Amount | Source |
|---|---|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | WENDYS | Wendys Co. | BUY | 15,502,556 shares @ $107,742,764 total $107,742,764 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | WENDYS | Wendys Co. | BUY | 14,943,466 shares @ $103,857,089 total $103,857,089 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | SOLVEN | Solventum Corporation | BUY | 8,236,753 shares @ $537,859,971 total $537,859,971 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | ICE | Magnum Ice Cream Co NV | BUY | 241,042 shares @ $3,603,578 total $3,603,578 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | JANUS | Janus Henderson Group plc | BUY | 31,867,800 shares @ $1,637,048,886 total $1,637,048,886 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | INVESC | Invesco Ltd. | BUY | 2,970,944 shares @ $72,164,230 total $72,164,230 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | GE | GE HealthCare Technologies Inc. | BUY | 4,044 shares @ $287,852 total $287,852 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | GE | GE Aerospace | BUY | 4,030,765 shares @ $1,143,810,184 total $1,143,810,184 | Filing ↗ |
| 2026-03-31 | 2026-05-15 | NEW | Ferguson Plc New | BUY | 1,086,357 shares @ $253,403,634 total $253,403,634 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | WENDYS | Wendys Co. | BUY | 15,496,852 shares @ $129,088,777 total $129,088,777 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | WENDYS | Wendys Co. | BUY | 14,943,466 shares @ $124,479,072 total $124,479,072 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | SOLVEN | Solventum Corporation | BUY | 8,236,753 shares @ $652,680,308 total $652,680,308 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | JANUS | Janus Henderson Group plc | BUY | 31,867,800 shares @ $1,515,951,246 total $1,515,951,246 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | INVESC | Invesco Ltd. | BUY | 2,970,944 shares @ $78,046,699 total $78,046,699 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | GE | GE HealthCare Technologies Inc. | BUY | 4,044 shares @ $331,689 total $331,689 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | GE | GE Aerospace | BUY | 4,030,765 shares @ $1,241,596,543 total $1,241,596,543 | Filing ↗ |
| 2025-12-31 | 2026-02-17 | NEW | Ferguson Plc New | BUY | 1,086,357 shares @ $241,855,659 total $241,855,659 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | WENDYS | Wendys Co. | BUY | 15,493,557 shares @ $141,920,982 total $141,920,982 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | WENDYS | Wendys Co. | BUY | 14,943,466 shares @ $136,882,149 total $136,882,149 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | SOLVEN | Solventum Corporation | BUY | 8,462,819 shares @ $617,785,787 total $617,785,787 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | JANUS | Janus Henderson Group plc | BUY | 31,867,800 shares @ $1,418,435,778 total $1,418,435,778 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | INVESC | Invesco Ltd. | BUY | 14,628,455 shares @ $335,576,758 total $335,576,758 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | GE | GE HealthCare Technologies Inc. | BUY | 4,029 shares @ $302,578 total $302,578 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | GE | GE Aerospace | BUY | 4,030,213 shares @ $1,212,368,675 total $1,212,368,675 | Filing ↗ |
| 2025-09-30 | 2025-11-14 | NEW | Ferguson Plc New | BUY | 1,086,357 shares @ $243,974,055 total $243,974,055 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | WENDYS | Wendys Co. | BUY | 15,491,328 shares @ $176,910,966 total $176,910,966 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | WENDYS | Wendys Co. | BUY | 14,943,466 shares @ $170,654,382 total $170,654,382 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | THEAL | The Allstate Corporation | BUY | 99,955 shares @ $20,121,941 total $20,121,941 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | SOLVEN | Solventum Corporation | BUY | 8,462,819 shares @ $641,820,193 total $641,820,193 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | U-HAUL | U-Haul Holding Company - B | BUY | 338,031 shares @ $18,378,745 total $18,378,745 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | U-HAUL | U-Haul Holding Company | BUY | 353,335 shares @ $21,397,968 total $21,397,968 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | JANUS | Janus Henderson Group plc | BUY | 31,867,800 shares @ $1,237,745,352 total $1,237,745,352 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | INVESC | Invesco Ltd. | BUY | 14,628,455 shares @ $230,690,735 total $230,690,735 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | GE | GE HealthCare Technologies Inc. | BUY | 4,029 shares @ $298,428 total $298,428 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | GE | GE Aerospace | BUY | 4,030,213 shares @ $1,037,336,524 total $1,037,336,524 | Filing ↗ |
| 2025-06-30 | 2025-08-14 | NEW | Ferguson Plc New | BUY | 1,086,357 shares @ $236,554,237 total $236,554,237 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | WENDYS | Wendys Co. | BUY | 15,480,217 shares @ $226,475,575 total $226,475,575 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | WENDYS | Wendys Co. | BUY | 14,943,466 shares @ $218,622,908 total $218,622,908 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | THEAL | The Allstate Corporation | BUY | 317,650 shares @ $65,775,786 total $65,775,786 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | SOLVEN | Solventum Corporation | BUY | 8,462,819 shares @ $643,512,757 total $643,512,757 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | U-HAUL | U-Haul Holding Company - B | BUY | 1,124,700 shares @ $66,559,746 total $66,559,746 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | U-HAUL | U-Haul Holding Company | BUY | 652,000 shares @ $42,614,720 total $42,614,720 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | JANUS | Janus Henderson Group plc | BUY | 31,867,800 shares @ $1,152,020,970 total $1,152,020,970 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | INVESC | Invesco Ltd. | BUY | 23,173,442 shares @ $351,541,115 total $351,541,115 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | GE | GE HealthCare Technologies Inc. | BUY | 4,029 shares @ $325,181 total $325,181 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | GE | GE Aerospace | BUY | 4,030,213 shares @ $806,647,132 total $806,647,132 | Filing ↗ |
| 2025-03-31 | 2025-05-15 | NEW | Ferguson Plc New | BUY | 1,008,765 shares @ $161,634,416 total $161,634,416 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | WENDYS | Wendys Co. | BUY | 15,581,563 shares @ $253,979,477 total $253,979,477 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | WENDYS | Wendys Co. | BUY | 14,943,466 shares @ $243,578,496 total $243,578,496 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | THEAL | The Allstate Corporation | BUY | 306,722 shares @ $59,132,934 total $59,132,934 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | SOLVEN | Solventum Corporation | BUY | 8,462,819 shares @ $559,053,823 total $559,053,823 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | U-HAUL | U-Haul Holding Company - B | BUY | 1,124,700 shares @ $72,037,035 total $72,037,035 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | U-HAUL | U-Haul Holding Company | BUY | 652,000 shares @ $45,046,680 total $45,046,680 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | JANUS | Janus Henderson Group plc | BUY | 31,867,800 shares @ $1,355,337,534 total $1,355,337,534 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | INVESC | Invesco Ltd. | BUY | 23,173,442 shares @ $405,071,766 total $405,071,766 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | GE | GE HealthCare Technologies Inc. | BUY | 4,029 shares @ $314,987 total $314,987 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | GENERA | General Electric Co. | BUY | 4,030,213 shares @ $672,199,226 total $672,199,226 | Filing ↗ |
| 2024-12-31 | 2025-02-14 | NEW | Ferguson Plc New | BUY | 1,237,274 shares @ $214,753,648 total $214,753,648 | Filing ↗ |
| 2024-09-30 | 2024-11-13 | WENDYS | Wendys Co. | BUY | 15,569,129 shares @ $272,771,140 total $272,771,140 | Filing ↗ |
| 2024-09-30 | 2024-11-13 | WENDYS | Wendys Co. | BUY | 14,943,466 shares @ $261,809,524 total $261,809,524 | Filing ↗ |
| 2024-09-30 | 2024-11-13 | THEAL | The Allstate Corporation | BUY | 613,447 shares @ $116,340,224 total $116,340,224 | Filing ↗ |
| 2024-09-30 | 2024-11-13 | SOLVEN | Solventum Corporation | BUY | 7,126,255 shares @ $496,842,499 total $496,842,499 | Filing ↗ |
| 2024-09-30 | 2024-11-13 | U-HAUL | U-Haul Holding Company - B | BUY | 1,049,055 shares @ $75,531,960 total $75,531,960 | Filing ↗ |
| 2024-09-30 | 2024-11-13 | U-HAUL | U-Haul Holding Company | BUY | 449,595 shares @ $34,834,621 total $34,834,621 | Filing ↗ |
| 2024-09-30 | 2024-11-13 | JANUS | Janus Henderson Group plc | BUY | 31,867,800 shares @ $1,213,207,146 total $1,213,207,146 | Filing ↗ |
| 2024-09-30 | 2024-11-13 | INVESC | Invesco Ltd. | BUY | 23,173,442 shares @ $406,925,642 total $406,925,642 | Filing ↗ |
| 2024-09-30 | 2024-11-13 | GE | GE HealthCare Technologies Inc. | BUY | 4,029 shares @ $378,122 total $378,122 | Filing ↗ |
| 2024-09-30 | 2024-11-13 | GENERA | General Electric Co. | BUY | 4,030,213 shares @ $760,017,568 total $760,017,568 | Filing ↗ |
| 2024-09-30 | 2024-11-13 | NEW | Ferguson Plc New | BUY | 1,270,810 shares @ $252,344,742 total $252,344,742 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | WENDYS | Wendys Co. | BUY | 15,564,402 shares @ $263,972,258 total $263,972,258 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | WENDYS | Wendys Co. | BUY | 15,943,466 shares @ $270,401,183 total $270,401,183 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | THEAL | The Allstate Corporation | BUY | 2,013,508 shares @ $321,476,687 total $321,476,687 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | SOLVEN | Solventum Corporation | BUY | 5,360,579 shares @ $283,467,418 total $283,467,418 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | WALT | The Walt Disney Company | BUY | 2,645,583 shares @ $262,679,936 total $262,679,936 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | U-HAUL | U-Haul Holding Company - B | BUY | 909,300 shares @ $54,576,186 total $54,576,186 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | U-HAUL | U-Haul Holding Company | BUY | 389,700 shares @ $24,056,181 total $24,056,181 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | RENTOK | Rentokil Initial plc | BUY | 470,000 shares @ $13,935,500 total $13,935,500 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | JANUS | Janus Henderson Group plc | BUY | 31,867,800 shares @ $1,074,263,538 total $1,074,263,538 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | INVESC | Invesco Ltd. | BUY | 27,223,734 shares @ $407,267,061 total $407,267,061 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | GE | GE HealthCare Technologies Inc. | BUY | 1,342,833 shares @ $104,633,547 total $104,633,547 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | GENERA | General Electric Co. | BUY | 4,030,213 shares @ $640,682,961 total $640,682,961 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | NEW | Ferguson Plc New | BUY | 1,284,660 shares @ $248,774,409 total $248,774,409 | Filing ↗ |
| 2024-06-30 | 2024-08-14 | NEW | Ferguson Plc New | BUY | 669,203 shares @ $129,591,161 total $129,591,161 | Filing ↗ |