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Nelson Peltz

Trian Fund Management, L.P

Nelson Peltz is the activist investor leading Trian Fund Management.

Shares Held
Asset Size
% Top 10
16
$5.04B
99.63%
Latest2025Q2
Top BuysFERG (US)
Top SellsIVZ (US)

Latest Changes

Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
5.04B
5.07B
-0.63%
Shares Held
16
16
0.00%
Buys
1
1
0.00%
Sells
5
1
+400.00%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Unilever Ord Shs (GB)
ULVR
26.74%
-600.00K
$1.35B
--
23.15M
2025-07-21
24.56%
0.00
$1.24B
$1.24B
31.87M
2025-06-30
20.59%
0.00
$1.04B
$1.04B
4.03M
2025-06-30
12.74%
0.00
$641.82M
$641.82M
8.46M
2025-06-30
4.69%
+77.59K
$236.55M
$236.55M
1.09M
2025-06-30
4.58%
-6.05M
$230.69M
$230.69M
14.63M
2025-06-30
2.92%
0.00
$147.19M
$170.65M
14.94M
2025-07-08
8
Rentokil Initial Ord Shs (GB)
RTO
1.98%
0.00
$100.00M
$478.91M
19.95M
2025-07-24
0.42%
-298.67K
$21.40M
$21.40M
353.33K
2025-06-30
0.40%
-217.69K
$20.12M
$20.12M
99.95K
2025-06-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Unilever Ord Shs (GB)
ULVR
Sell
-600.00K
-2.50%
23.15M
$1.35B
2025-07-21
Sell
-6.05M
-29.20%
14.63M
$230.69M
2025-06-30
Sell
-786.67K
-69.90%
338.03K
$18.38M
2025-06-30
Sell
-298.67K
-45.80%
353.33K
$21.40M
2025-06-30
Sell
-217.69K
-68.50%
99.95K
$20.12M
2025-06-30
Buy
+77.59K
+6.60%
1.09M
$236.55M
2025-06-30
Exit
-2.65M
-100.00%
0.00
$0.00
2024-09-30
Exit
-470.00K
-100.00%
0.00
$0.00
2024-09-30
Exit
-1.22M
-100.00%
0.00
$0.00
2024-06-30
Exit
-16.53K
-100.00%
0.00
$0.00
2023-09-30

Holding Performance

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