Nelson Peltz

Trian Partners·activist·Concentrated / activist

Accredited only

n/a since 2005

Portfolio value

$3.6B

Positions

Top 5 concentration

100%

New buys this quarter

Quarterly activity

What Nelson Peltz bought and sold each quarter.

Mar 2026vs Dec 2025

Bought (1)

$MICCNew buy0.1%

Sold (0)

—

Dec 2025vs Sep 2025

Bought (0)

—

Sold (1)

$IVZTrimmed-79.7%

Sep 2025vs Jun 2025

Bought (0)

—

Sold (2)

$UHAL-BSold out$UHALSold out

Jun 2025vs Mar 2025

Bought (0)

—

Sold (3)

$UHAL-BTrimmed-69.9%$UHALTrimmed-45.8%$IVZTrimmed-36.9%

Mar 2025vs Dec 2024

Bought (0)

—

Sold (1)

$FERGSold out

Dec 2024vs Sep 2024

Bought (3)

$SOLVAdded+18.8%$UHAL-BAdded+7.2%$UHALAdded+45%

Sold (0)

—

Sep 2024vs Jun 2024

Bought (3)

$SOLVAdded+32.9%$UHAL-BAdded+15.4%$UHALAdded+15.4%

Sold (5)

$DISSold out$RTOKYADRSold out$GEHCTrimmed-99.7%$FERGTrimmed-35%$IVZTrimmed-14.9%

Jun 2024vs Mar 2024

Bought (4)

$SOLVNew buy7.5%$UHAL-BNew buy1.4%$UHALNew buy0.6%$RTOKYADRNew buy0.4%

Sold (4)

$SYYSold out$DISTrimmed-91.8%$FERGTrimmed-21.6%$IVZTrimmed-19.8%

Quarter-over-quarter change in disclosed positions.

Holdings

Stock	Move	% of portfolio	Reported px	Now	Since report
$JHG Janus Henderson Group plc	Held	45.4%	$51.37	$51.95	+1.1%
$GE GE Aerospace	Held	31.7%	$283.77	$359.04	+26.5%
$SOLV Solventum Corporation	Held	14.9%	$65.30	$75.96	+16.3%
$WEN Wendys Co.	Held	5.9%	$6.95	$7.59	+9.2%
$IVZ Invesco Ltd.	Held	2%	$24.29	$28.61	+17.8%
$MICC Magnum Ice Cream Co NV	New buy	0.1%	$14.95	$18.38	+22.9%
$GEHC GE HealthCare Technologies Inc.	Held	0%	$71.18	$64.70	-9.1%

Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.