Trian Partners
Nelson Peltz
hedge fundactivist
Portfolio Value
$3.9B
Positions
9
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
Janus Hend | $1.6B | 31.9M | 42.4% |
| $1.1B | 4.0M | 29.6% | |
| $537.9M | 8.2M | 13.9% | |
Ferguson P | $253.4M | 1.1M | 6.6% |
| $107.7M | 15.5M | 2.8% | |
Invesco Lt | $72.2M | 3.0M | 1.9% |
Magnum Ice | $3.6M | 241.0K | 0.1% |
| $288K | 4.0K | 0.0% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $3.9B | 9 | View on EDGAR |
| 2025-12-31 | 2026-02-17 | $4.0B | 8 | View on EDGAR |
| 2025-09-30 | 2025-11-14 | $4.1B | 8 | View on EDGAR |
| 2025-06-30 | 2025-08-14 | $3.8B | 11 | View on EDGAR |
| 2025-03-31 | 2025-05-15 | $3.7B | 11 | View on EDGAR |
| 2024-12-31 | 2025-02-14 | $3.9B | 11 | View on EDGAR |
| 2024-09-30 | 2024-11-13 | $3.9B | 11 | View on EDGAR |
| 2024-06-30 | 2024-08-14 | $4.1B | 14 | View on EDGAR |