Nelson Peltz
Trian Fund Management, L.P
Nelson Peltz is the activist investor leading Trian Fund Management.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Investment Banking & Investment Services
Personal & Household Products & Services
Aerospace & Defense
Healthcare Equipment & Supplies
Investment Holding Companies
Homebuilding & Construction Supplies
Professional & Commercial Services
Hotels & Entertainment Services
Freight & Logistics Services
Media & Publishing
Food & Drug Retailing
Other
Holdings
2025Q3
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
28.12%
0.00
$1.64B
$1.42B
31.87M
Investment Banking & Investment Services
2026-03-24
Unilever Ord Shs (GB)
ULVR
24.10%
-2.00
$1.40B
--
20.58M
Personal & Household Products & Services
2026-01-20
11.21%
-226.07K
$652.68M
$601.28M
8.24M
Healthcare Equipment & Supplies
2025-12-31
5
Magnum Ice Cream Ord Shs (NL)
MICCT
5.66%
+22.62M
$329.59M
--
22.62M
Investment Holding Companies
2026-03-30
4.15%
0.00
$241.86M
$243.97M
1.09M
Homebuilding & Construction Supplies
2025-12-31
7
Rentokil Initial Ord Shs (GB)
RTO
2.11%
0.00
$123.10M
$503.85M
19.95M
Professional & Commercial Services
2026-01-26
1.34%
-11.66M
$78.05M
$68.15M
2.97M
Investment Banking & Investment Services
2025-12-31
0.01%
+15.00
$331.69K
$303.70K
4.04K
Healthcare Equipment & Supplies
2025-12-31
