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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
$5.38B
100.00%
Latest2025Q3
Top Buys--
Top SellsDIS (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
5.38B
5.38B
0.00%
Shares Held
16
16
0.00%
Buys
0
0
--
Sells
1
1
0.00%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
25.79%
0.00
$1.39B
$1.42B
31.87M
2025-10-26
Unilever Ord Shs (GB)
ULVR
25.04%
-600.00K
$1.35B
--
23.15M
2025-07-21
22.52%
0.00
$1.21B
$1.21B
4.03M
2025-09-30
11.48%
0.00
$617.79M
$617.79M
8.46M
2025-09-30
6.23%
0.00
$335.58M
$335.58M
14.63M
2025-09-30
4.53%
0.00
$243.97M
$243.97M
1.09M
2025-09-30
2.54%
0.00
$136.88M
$136.88M
14.94M
2025-09-30
8
Rentokil Initial Ord Shs (GB)
RTO
1.86%
0.00
$100.00M
$503.85M
19.95M
2025-07-24
0.01%
0.00
$302.58K
$302.58K
4.03K
2025-09-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Exit
-353.33K
-100.00%
0.00
$0.00
2025-09-30
Exit
-338.03K
-100.00%
0.00
$0.00
2025-09-30
Exit
-99.95K
-100.00%
0.00
$0.00
2025-09-30
4
Unilever Ord Shs (GB)
ULVR
Sell
-600.00K
-2.50%
23.15M
$1.35B
2025-07-21
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

Holding Performance

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