Nelson Peltz - Trian Fund Management Holdings – 2025 Q3
Explore the latest portfolio disclosure for Nelson Peltz - Trian Fund Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.
The latest 2025 Q3 filing shows that Nelson Peltz - Trian Fund Management maintains its largest exposure in Finance, which represents approximately 42.68% of the portfolio. This sector forms the core of Nelson Peltz - Trian Fund Management's investment stance during this reporting period.
Additional major allocations include Technology (about 29.50%) and Health Care (approximately 15.04%), reflecting how Nelson Peltz - Trian Fund Management diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Nelson Peltz - Trian Fund Management's positioning and conviction areas for the 2025 Q3 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| JHG | 31,867,800 | $44.51 | No Change | No Change | 34.51% | $1.42B | 2025 Q3 |
| GE | 4,030,213 | $300.82 | No Change | No Change | 29.50% | $1.21B | 2025 Q3 |
| SOLV | 8,462,819 | $73 | No Change | No Change | 15.03% | $617.79M | 2025 Q3 |
| IVZ | 14,628,455 | $22.94 | No Change | No Change | 8.16% | $335.58M | 2025 Q3 |
| WEN | 30,437,023 | $9.16 | Increased | 0.01% | 6.78% | $278.8M | 2025 Q3 |
| FERG | 1,086,357 | $224.58 | No Change | No Change | 5.94% | $243.97M | 2025 Q3 |
| GEHC | 4,029 | $75.2 | No Change | No Change | 0.01% | $302.98K | 2025 Q3 |