Portfolio holdings of Nelson Peltz - Trian Fund Management. Nelson Peltz - Trian Fund Management stock picks:. Stock Holdings page.
Nelson Peltz - Trian Fund Management
Period: Q4 2023
Portfolio date: 31 Dec 2023
No. of stocks: 9
Portfolio value: $7,006,739,000
History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
≡ | DIS - Walt Disney Co. | 41.67 | Reduce 1.61% | 32,337,856 | $90.29 | $2,919,785,000 | $113.66 | 25.88% | $78.48 | $123.74 | |
≡ | JHG - Janus Henderson Group | 13.71 | 31,867,800 | $30.15 | $960,814,000 | $32.55 | 7.96% | $21.55 | $33.25 | ||
≡ | FERG - Ferguson plc | 11.55 | Reduce 22.62% | 4,190,252 | $193.07 | $809,012,000 | $217.20 | 12.50% | $136.10 | $224.86 | |
≡ | WEN - Wendy's Co. | 8.75 | Reduce 5.65% | 31,467,150 | $19.48 | $612,980,000 | $19.93 | 2.31% | $17.40 | $21.89 | |
≡ | IVZ - Invesco Ltd | 8.64 | 33,940,096 | $17.84 | $605,491,000 | $14.84 | -16.82% | $12.13 | $18.04 | ||
≡ | GE - GE Aerospace | 7.34 | Add 0.01% | 4,030,213 | $127.63 | $514,376,000 | $164.11 | 28.58% | $77.49 | $166.26 | |
≡ | ALL - Allstate Corp. | 5.58 | Reduce 23.34% | 2,793,098 | $139.98 | $390,978,000 | $168.23 | 20.18% | $98.51 | $177.37 | |
≡ | GEHC - GE HealthCare Technologies Inc. | 1.48 | Add 0.00% | 1,342,833 | $77.32 | $103,828,000 | $79.50 | 2.82% | $62.28 | $94.43 | |
≡ | SYY - Sysco Corp. | 1.28 | 1,223,500 | $73.13 | $89,475,000 | $75.35 | 3.04% | $61.43 | $82.37 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
Sector % analysis
Consumer Discretionary | 50.42 | |
Financials | 27.93 | |
Industrial Goods | 11.55 | |
Industrials | 7.34 | |
Health Care | 1.48 | |
Consumer Staples | 1.28 |
Articles & Commentaries
18 Jan 2024 Nelson Peltz on Disney proxy fight: The company is not being run properly, board oversight is awful
03 Dec 2019 Trian's Ferguson plc Investment Thesis
07 Sep 2017 Trian Partner’s White Paper on P&G
17 Jul 2017 Nelson Peltz takes on P&G, seeks seat on board
24 Mar 2017 Trian Partners Comments on GE Framework
19 Oct 2016 Nelson Peltz on the Markets