Nelson Peltz - Trian Fund Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2024
≡ SOLV - Solventum Corp Add 32.94% 1,765,676 3.16
≡ UHAL.B - U Haul Holding Co Non Voting Add 15.37% 139,755 0.26
≡ UHAL - U-Haul Holding Co. Add 15.37% 59,895 0.12
Q2  2024
≡ WEN - Wendy's Co. Add 0.13% 40,718 0.02
≡ SOLV - Solventum Corp Buy 5,360,579 6.91
≡ UHAL.B - U Haul Holding Co Non Voting Buy 909,300 1.33
≡ UHAL - U-Haul Holding Co. Buy 389,700 0.59
≡ RTO - Rentokil Initial plc Buy 470,000 0.34
Q4  2023
≡ GE - GE Aerospace Add 0.01% 373 0.00
≡ GEHC - GE HealthCare Technologies Inc. Add 0.00% 3 0.00
Q3  2023
≡ DIS - Walt Disney Co. Add 411.56% 26,443,257 32.60
≡ WEN - Wendy's Co. Add 60.86% 12,618,115 3.92
≡ GE - GE Aerospace Add 0.02% 842 0.00
≡ ALL - Allstate Corp. Buy 3,643,618 6.17
≡ SYY - Sysco Corp. Buy 1,223,500 1.23
Q2  2023
≡ DIS - Walt Disney Co. Add 8.59% 508,366 1.17
Q1  2023
≡ MDLZ - Mondelez International Add 1.79% 291 0.00
≡ GE - GE Aerospace Add 0.01% 507 0.00
≡ GEHC - GE HealthCare Technologies Inc. Buy 1,342,830 2.94
Q4  2022
≡ GE - GE Aerospace Add 0.03% 1,217 0.00
≡ DIS - Walt Disney Co. Buy 9,029,800 16.10
Q3  2022
≡ PG - Procter & Gamble Add 2.42% 132 0.00
≡ GE - GE Aerospace Add 0.02% 659 0.00
Q2  2022
≡ FERG - Ferguson Enterprises Inc. Add 12.49% 1,423,880 3.46
≡ IVZ - Invesco Ltd Add 3.19% 1,724,600 0.61
≡ GE - GE Aerospace Add 0.01% 494 0.00
Q1  2022
≡ IVZ - Invesco Ltd Add 18.82% 8,560,175 3.73
≡ JHG - Janus Henderson Group Add 12.72% 3,595,152 2.11
≡ FERG - Ferguson Enterprises Inc. Add 0.09% 10,750 0.02
≡ MDLZ - Mondelez International Add 0.02% 83 0.00
≡ GE - GE Aerospace Add 0.00% 8 0.00
Q4  2021
≡ IVZ - Invesco Ltd Add 23.72% 8,718,084 3.04
≡ JHG - Janus Henderson Group Add 19.28% 4,570,336 2.57
≡ GE - GE Aerospace Add 0.01% 485 0.00
Q3  2021
≡ JHG - Janus Henderson Group Add 11.68% 2,479,228 1.27
≡ GE - GE Aerospace Add 0.01% 444 0.00
Q2  2021
≡ JHG - Janus Henderson Group Add 29.67% 4,856,472 2.20
≡ CMCSA - Comcast Corp. Add 4.73% 939,574 0.63
≡ IVZ - Invesco Ltd Add 0.04% 14,236 0.00
≡ GE - GE Aerospace Add 0.02% 853 0.00
Q1  2021
≡ IVZ - Invesco Ltd Add 0.01% 2,196 0.00
≡ GE - GE Aerospace Add 0.00% 6 0.00
≡ FERG - Ferguson Enterprises Inc. Buy 13,212,239 18.68
Q4  2020
≡ CMCSA - Comcast Corp. Add 27.06% 4,229,746 3.28
≡ GE - GE Aerospace Add 0.04% 1,420 0.00
Q3  2020
≡ CMCSA - Comcast Corp. Add 118.30% 8,469,146 6.48
≡ JHG - Janus Henderson Group Add 97.78% 8,734,262 3.13
≡ IVZ - Invesco Ltd Add 66.79% 14,712,352 2.78
Q2  2020
≡ SYY - Sysco Corp. Add 2.97% 703,700 0.70
≡ MDLZ - Mondelez International Add 0.02% 3,581 0.00
≡ CMCSA - Comcast Corp. Buy 7,159,000 5.05
≡ IVZ - Invesco Ltd Buy 22,026,991 4.29
≡ JHG - Janus Henderson Group Buy 8,932,350 3.42
Q1  2020
≡ NVT - nVent Electric plc Add 0.03% 3,860 0.00
≡ GE - GE Aerospace Add 0.02% 1,230 0.00
Q4  2019
≡ SYY - Sysco Corp. Add 0.02% 4,540 0.00
≡ GE - GE Aerospace Add 0.00% 4 0.00
≡ MDLZ - Mondelez International Add 0.00% 47 0.00
Q3  2019
≡ LM - Legg Mason Add 0.10% 3,930 0.00
≡ GE - GE Aerospace Add 0.01% 1,202 0.00
≡ MDLZ - Mondelez International Add 0.00% 42 0.00
≡ PG - Procter & Gamble Add 0.00% 14 0.00
Q2  2019
≡ SYY - Sysco Corp. Add 2.11% 489,566 0.37
≡ MDLZ - Mondelez International Add 0.02% 3,406 0.00
≡ LM - Legg Mason Buy 3,877,774 1.57
Q1  2019
≡ NVT - nVent Electric plc Add 0.03% 5,775 0.00
≡ GE - GE Aerospace Add 0.01% 855 0.00
≡ MDLZ - Mondelez International Add 0.00% 34 0.00
Q4  2018
≡ PPG - PPG Industries Add 69.18% 2,866,150 3.17
≡ PG - Procter & Gamble Add 0.01% 2,145 0.00
≡ BK - Bank of New York Mellon Corp. Add 0.00% 181 0.00
≡ GE - GE Aerospace Add 0.00% 12 0.00
≡ MDLZ - Mondelez International Add 0.00% 63 0.00
Q3  2018
≡ PPG - PPG Industries Add 59.75% 1,549,742 1.63
≡ GE - GE Aerospace Add 0.01% 510 0.00
≡ MDLZ - Mondelez International Add 0.00% 93 0.00
Q2  2018
≡ MDLZ - Mondelez International Add 0.02% 4,620 0.00
≡ BK - Bank of New York Mellon Corp. Add 0.01% 2,346 0.00
≡ GE - GE Aerospace Add 0.01% 914 0.00
≡ NVT - nVent Electric plc Buy 17,562,998 4.28
≡ PPG - PPG Industries Buy 2,593,520 2.61
Q1  2018
≡ BK - Bank of New York Mellon Corp. Add 2.28% 360,164 0.19
≡ SYY - Sysco Corp. Add 0.77% 341,590 0.21
≡ GE - GE Aerospace Add 0.00% 345 0.00
Q4  2017
≡ PNR - Pentair plc Add 1.39% 210,876 0.13
≡ SYY - Sysco Corp. Add 0.01% 6,528 0.00
Q3  2017
≡ SYY - Sysco Corp. Add 1.18% 517,939 0.22
≡ PG - Procter & Gamble Add 0.79% 296,609 0.21
≡ MDLZ - Mondelez International Add 0.00% 78 0.00
≡ DD - DuPont de Nemours Inc. Buy 12,526,545 6.68
Q2  2017
≡ PNR - Pentair plc Add 6.02% 862,769 0.43
≡ GE - GE Aerospace Add 2.72% 234,250 0.38
≡ PG - Procter & Gamble Add 2.43% 893,157 0.59
≡ BK - Bank of New York Mellon Corp. Add 0.01% 2,833 0.00
≡ SYY - Sysco Corp. Add 0.00% 750 0.00
Q1  2017
≡ PG - Procter & Gamble Add 472.28% 30,302,571 20.42
≡ GE - GE Aerospace Add 2.31% 194,742 0.35
≡ PNR - Pentair plc Add 0.01% 1,122 0.00
≡ MDLZ - Mondelez International Add 0.00% 119 0.00
≡ SYY - Sysco Corp. Add 0.00% 720 0.00