Rating #63
Nelson Peltz
Trian Fund Management
Portfolio value
$3.98B
Stocks
7
Performance
1 Year
+20.39%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Nelson Peltz’s Portfolio: Q4 2025
Top7 stocks: 99.99% of the portfolio
Nelson Peltz’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
Price Paid
$301.12
Buy Value
$166.22K
Portfolio % Change
1.65ppt
Price Paid
$8.63
Buy Value
$28.44K
Portfolio % Change
-0.42ppt
Price Paid
$77.92
Buy Value
$1.17K
Portfolio % Change
0.00ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  GE | Add +0.01% | $301.12 | $166.22K | 1.65ppt | |
2  WEN | Add +0.01% | $8.63 | $28.44K | -0.42ppt | |
3  GEHC | Add +0.37% | $77.92 | $1.17K | 0.00ppt |
Nelson Peltz’s Holdings: Q4 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  JHG | Investment Advice | $41.16 | 0.00% | 31.87M | $1.52B | 38.05% 3.52ppt | 21.30% | 17 Quarters | Q1 2022 | |
2 GE | Electrical Equip (No Comp) | $64.15 | Add +0.01% | 4.03M | $1.24B | 31.16% 1.65ppt | 0.38% | 18 Quarters | Q4 2025 | |
3  SOLV | Surgical Instruments | $57.57 | Cut -2.67% | 8.24M | $652.68M | 16.38% 1.34ppt | 4.73% | 7 Quarters | Q4 2025 | |
4 WEN | Retail-Eating Places | $11.69 | Add +0.01% | 30.44M | $253.57M | 6.36% -0.42ppt | 15.86% | 57 Quarters | Q4 2025 | |
- | $126.14 | 0.00% | 1.09M | $241.86M | 6.07% 0.13ppt | 0.00% | 20 Quarters | Q2 2025 | ||
6  IVZ | Investment Advice | $14.91 | Cut -79.69% | 2.97M | $78.05M | 1.96% -6.21ppt | 0.66% | 23 Quarters | Q4 2025 | |
7 GEHC | X-Ray Apparatus | $82.03 | Add +0.37% | 4.04K | $331.69K | 0.01% 0.00ppt | 0.00% | 12 Quarters | Q4 2025 |
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Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.
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