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
Homebuilding & Construction Supplies
Hotels & Entertainment Services
Professional & Commercial Services
Freight & Logistics Services
Media & Publishing
Food & Drug Retailing
Insurance
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
27.21%
0.00
$1.52B
$1.42B
31.87M
Investment Banking & Investment Services
2025-12-22
Unilever Ord Shs (GB)
ULVR
25.08%
0.00
$1.40B
--
20.58M
Personal & Household Products & Services
2025-10-20
6.02%
0.00
$335.58M
$335.58M
14.63M
Investment Banking & Investment Services
2025-09-30
4.38%
0.00
$243.97M
$243.97M
1.09M
Homebuilding & Construction Supplies
2025-09-30
8
Rentokil Initial Ord Shs (GB)
RTO
1.99%
0.00
$110.66M
$503.85M
19.95M
Professional & Commercial Services
2025-10-24
0.01%
0.00
$302.58K
$302.58K
4.03K
Healthcare Equipment & Supplies
2025-09-30
