Nelson Peltz - Trian Fund Management

History Stock Activity Share change % change to portfolio ▲
Q3  2024
≡ UHAL - U-Haul Holding Co. Add 15.37% 59,895 0.12
≡ UHAL.B - U Haul Holding Co Non Voting Add 15.37% 139,755 0.26
≡ RTO - Rentokil Initial plc Sell 100.00% 470,000 0.34
≡ WEN - Wendy's Co. Reduce 3.16% 995,273 0.45
≡ IVZ - Invesco Ltd Reduce 14.88% 4,050,292 1.83
≡ SOLV - Solventum Corp Add 32.94% 1,765,676 3.16
≡ GEHC - GE HealthCare Technologies Inc. Reduce 99.70% 1,338,804 3.32
≡ FERG - Ferguson Enterprises Inc. Reduce 34.96% 683,053 3.49
≡ DIS - Walt Disney Co. Sell 100.00% 2,645,583 6.41
≡ ALL - Allstate Corp. Reduce 69.53% 1,400,061 6.82
Q2  2024
≡ WEN - Wendy's Co. Add 0.13% 40,718 0.02
≡ RTO - Rentokil Initial plc Buy 470,000 0.34
≡ UHAL - U-Haul Holding Co. Buy 389,700 0.59
≡ ALL - Allstate Corp. Reduce 10.00% 223,761 0.87
≡ SYY - Sysco Corp. Sell 100.00% 1,223,500 1.24
≡ UHAL.B - U Haul Holding Co Non Voting Buy 909,300 1.33
≡ IVZ - Invesco Ltd Reduce 19.79% 6,716,362 2.45
≡ FERG - Ferguson Enterprises Inc. Reduce 21.65% 539,824 2.55
≡ SOLV - Solventum Corp Buy 5,360,579 6.91
≡ DIS - Walt Disney Co. Reduce 91.82% 29,692,273 71.94
Q1  2024
≡ ALL - Allstate Corp. Reduce 19.90% 555,829 1.20
≡ FERG - Ferguson Enterprises Inc. Reduce 40.49% 1,696,565 4.62
Q4  2023
≡ GEHC - GE HealthCare Technologies Inc. Add 0.00% 3 0.00
≡ GE - GE Aerospace Add 0.01% 373 0.00
≡ WEN - Wendy's Co. Reduce 5.65% 1,883,593 0.52
≡ DIS - Walt Disney Co. Reduce 1.61% 530,451 0.68
≡ ALL - Allstate Corp. Reduce 23.34% 850,520 1.70
≡ FERG - Ferguson Enterprises Inc. Reduce 22.62% 1,224,966 3.38
Q3  2023
≡ GE - GE Aerospace Add 0.02% 842 0.00
≡ MDLZ - Mondelez International Sell 100.00% 16,530 0.03
≡ FERG - Ferguson Enterprises Inc. Reduce 1.45% 79,482 0.20
≡ SYY - Sysco Corp. Buy 1,223,500 1.23
≡ WEN - Wendy's Co. Add 60.86% 12,618,115 3.92
≡ ALL - Allstate Corp. Buy 3,643,618 6.17
≡ DIS - Walt Disney Co. Add 411.56% 26,443,257 32.60
Q2  2023
≡ WEN - Wendy's Co. Reduce 4.48% 973,142 0.55
≡ DIS - Walt Disney Co. Add 8.59% 508,366 1.17
≡ FERG - Ferguson Enterprises Inc. Reduce 6.30% 369,300 1.50
Q1  2023
≡ GE - GE Aerospace Add 0.01% 507 0.00
≡ MDLZ - Mondelez International Add 1.79% 291 0.00
≡ SYY - Sysco Corp. Sell 100.00% 4,540 0.01
≡ WEN - Wendy's Co. Reduce 14.32% 3,627,569 2.11
≡ GEHC - GE HealthCare Technologies Inc. Buy 1,342,830 2.94
≡ DIS - Walt Disney Co. Reduce 34.48% 3,113,116 8.31
≡ IVZ - Invesco Ltd Reduce 39.13% 21,818,538 9.54
≡ FERG - Ferguson Enterprises Inc. Reduce 47.73% 5,354,181 19.09
Q4  2022
≡ GE - GE Aerospace Add 0.03% 1,217 0.00
≡ PG - Procter & Gamble Sell 100.00% 5,589 0.02
≡ SYY - Sysco Corp. Reduce 99.94% 7,173,000 15.80
≡ DIS - Walt Disney Co. Buy 9,029,800 16.10
Q3  2022
≡ GE - GE Aerospace Add 0.02% 659 0.00
≡ PG - Procter & Gamble Add 2.42% 132 0.00
≡ SYY - Sysco Corp. Reduce 18.37% 1,615,617 3.01
≡ FERG - Ferguson Enterprises Inc. Reduce 12.54% 1,608,430 4.36
Q2  2022
≡ GE - GE Aerospace Add 0.01% 494 0.00
≡ MDLZ - Mondelez International Reduce 96.39% 434,028 0.53
≡ IVZ - Invesco Ltd Add 3.19% 1,724,600 0.61
≡ FERG - Ferguson Enterprises Inc. Add 12.49% 1,423,880 3.46
≡ SYY - Sysco Corp. Reduce 23.56% 2,710,672 5.05
Q1  2022
≡ GE - GE Aerospace Add 0.00% 8 0.00
≡ MDLZ - Mondelez International Add 0.02% 83 0.00
≡ FERG - Ferguson Enterprises Inc. Add 0.09% 10,750 0.02
≡ PG - Procter & Gamble Reduce 97.70% 231,927 0.43
≡ SYY - Sysco Corp. Reduce 10.50% 1,350,133 1.85
≡ JHG - Janus Henderson Group Add 12.72% 3,595,152 2.11
≡ IVZ - Invesco Ltd Add 18.82% 8,560,175 3.73
≡ CMCSA - Comcast Corp. Sell 100.00% 19,991,416 13.49
Q4  2021
≡ GE - GE Aerospace Add 0.01% 485 0.00
≡ SYY - Sysco Corp. Reduce 3.95% 528,664 0.56
≡ JHG - Janus Henderson Group Add 19.28% 4,570,336 2.57
≡ IVZ - Invesco Ltd Add 23.72% 8,718,084 3.04
≡ FERG - Ferguson Enterprises Inc. Reduce 10.50% 1,336,950 3.18
≡ MDLZ - Mondelez International Reduce 94.37% 7,547,664 6.71
≡ PG - Procter & Gamble Reduce 95.50% 5,032,139 11.02
Q3  2021
≡ GE - GE Aerospace Add 0.01% 444 0.00
≡ WEN - Wendy's Co. Reduce 4.87% 1,297,290 0.35
≡ MDLZ - Mondelez International Reduce 7.41% 640,237 0.46
≡ CMCSA - Comcast Corp. Reduce 3.88% 806,050 0.56
≡ FERG - Ferguson Enterprises Inc. Reduce 2.96% 388,442 0.67
≡ PG - Procter & Gamble Reduce 9.02% 522,262 0.91
≡ JHG - Janus Henderson Group Add 11.68% 2,479,228 1.27
≡ SYY - Sysco Corp. Reduce 25.14% 4,493,098 4.38
Q2  2021
≡ GE - GE Aerospace Add 0.02% 853 0.00
≡ IVZ - Invesco Ltd Add 0.04% 14,236 0.00
≡ FERG - Ferguson Enterprises Inc. Reduce 0.72% 94,866 0.15
≡ MDLZ - Mondelez International Reduce 7.95% 745,613 0.54
≡ CMCSA - Comcast Corp. Add 4.73% 939,574 0.63
≡ JHG - Janus Henderson Group Add 29.67% 4,856,472 2.20
≡ SYY - Sysco Corp. Reduce 13.24% 2,727,884 2.48
≡ PG - Procter & Gamble Reduce 34.81% 3,093,092 4.88
Q1  2021
≡ GE - GE Aerospace Add 0.00% 6 0.00
≡ IVZ - Invesco Ltd Add 0.01% 2,196 0.00
≡ PG - Procter & Gamble Reduce 9.56% 938,847 1.50
≡ MDLZ - Mondelez International Reduce 23.35% 2,857,861 1.98
≡ FERG - Ferguson Enterprises Inc. Buy 13,212,239 18.68
Q4  2020
≡ GE - GE Aerospace Add 0.04% 1,420 0.00
≡ JHG - Janus Henderson Group Reduce 7.36% 1,300,000 0.63
≡ PG - Procter & Gamble Reduce 3.01% 305,151 0.63
≡ NVT - nVent Electric plc Sell 100.00% 5,827,483 1.70
≡ CMCSA - Comcast Corp. Add 27.06% 4,229,746 3.28