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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
$5.37B
100.00%
Latest2025Q3
Top BuysGE (US)
Top SellsIVZ (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
5.37B
5.38B
-0.21%
Shares Held
16
16
0.00%
Buys
2
0
--
Sells
3
1
+200.00%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
28.22%
0.00
$1.52B
$1.42B
31.87M
2025-12-31
Unilever Ord Shs (GB)
ULVR
26.13%
-2.00
$1.40B
--
20.58M
2026-01-20
23.12%
+552.00
$1.24B
$1.21B
4.03M
2025-12-31
12.15%
-226.07K
$652.68M
$601.28M
8.24M
2025-12-31
4.50%
0.00
$241.86M
$243.97M
1.09M
2025-12-31
6
Rentokil Initial Ord Shs (GB)
RTO
2.29%
0.00
$123.10M
$503.85M
19.95M
2026-01-26
2.13%
0.00
$114.47M
$136.88M
14.94M
2026-02-18
1.45%
-11.66M
$78.05M
$68.15M
2.97M
2025-12-31
0.01%
+15.00
$331.69K
$303.70K
4.04K
2025-12-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Unilever Ord Shs (GB)
ULVR
Sell
-2.00
0.00%
20.58M
$1.40B
2026-01-20
Sell
-11.66M
-79.60%
2.97M
$78.05M
2025-12-31
Sell
-226.07K
-2.60%
8.24M
$652.68M
2025-12-31
Buy
+552.00
0.00%
4.03M
$1.24B
2025-12-31
Buy
+15.00
+0.30%
4.04K
$331.69K
2025-12-31
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
Exit
-2.65M
-100.00%
0.00
$0.00
2024-09-30
Exit
-470.00K
-100.00%
0.00
$0.00
2024-09-30

Holding Performance

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