Trian Nelson Peltz
Holdings as of the end of Q1 2025, reported in its 13F filing on May 15, 2025. Source
Reported value
$3.7B
at quarter-end prices
Positions
10
top 10 are 100% of it
Holdings 10
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs before |
|---|---|---|---|---|---|---|
| 1 | — | Janus Henderson Group plc | 31,867,800 | $1.2B | 30.8% | — |
| 2 | GE | GE Aerospace | 4,030,213 | $806.6M | 21.6% | — |
| 3 | SOLV | Solventum Corporation | 8,462,819 | $643.5M | 17.2% | — |
| 4 | WEN | Wendys Co. | 30,423,683 | $445.1M | 11.9% | — |
| 5 | IVZ | Invesco Ltd. | 23,173,442 | $351.5M | 9.4% | — |
| 6 | — | Ferguson Plc New | 1,008,765 | $161.6M | 4.3% | — |
| 7 | UHAL-B | U-Haul Holding Company - B | 1,124,700 | $66.6M | 1.8% | — |
| 8 | ALL | The Allstate Corporation | 317,650 | $65.8M | 1.8% | — |
| 9 | UHAL | U-Haul Holding Company | 652,000 | $42.6M | 1.1% | — |
| 10 | GEHC | GE HealthCare Technologies Inc. | 4,029 | $325.2K | 0.01% | — |
13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.