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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
$5.10B
99.63%
Latest2025Q2
Top BuysFERG (US)
Top SellsIVZ (US)

Stock Trading

All

Buys

Sells

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Invesco Ltd (US)
IVZ
Sell
-6.05M
-29.20%
14.63M
$230.69M
2025-06-30
U-Haul Holding Co (US)
UHALb
Sell
-786.67K
-69.90%
338.03K
$18.38M
2025-06-30
U-Haul Holding Co (US)
UHAL
Sell
-298.67K
-45.80%
353.33K
$21.40M
2025-06-30
4
Allstate Corp (US)
ALL
Sell
-217.69K
-68.50%
99.95K
$20.12M
2025-06-30
5
Ferguson Enterprises Inc (US)
FERG
Buy
+77.59K
+6.60%
1.09M
$236.55M
2025-06-30
6
Unilever Ord Shs (GB)
ULVR
Sell
-1.85M
-7.20%
23.75M
$1.41B
2025-03-18
7
Walt Disney Co (US)
DIS
Exit
-2.65M
-100.00%
0.00
$0.00
2024-09-30
8
Rentokil Initial PLC (US)
RTO
Exit
-470.00K
-100.00%
0.00
$0.00
2024-09-30
9
Sysco Corp (US)
SYY
Exit
-1.22M
-100.00%
0.00
$0.00
2024-06-30
10
Mondelez International Inc (US)
MDLZ
Exit
-16.53K
-100.00%
0.00
$0.00
2023-09-30
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