Nelson Peltz - Trian Fund Management Holdings – 2025 Q4
Explore the latest portfolio disclosure for Nelson Peltz - Trian Fund Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q4.
The latest 2025 Q4 filing shows that Nelson Peltz - Trian Fund Management maintains its largest exposure in Unclassified Sector, which represents approximately 50.54% 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 Industrials (about 31.20%) and Healthcare (approximately 16.41%) , 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 Q4 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| JHG | 31,867,800 | $47.57 | No Change | No Change | 38.09% | $1.52B | 2025 Q4 |
| GE | 4,030,765 | $308.03 | Increased | 0.01% | 31.20% | $1.24B | 2025 Q4 |
| SOLV | 8,236,753 | $79.24 | Reduced | -2.67% | 16.40% | $652.68M | 2025 Q4 |
| WEN | 30,440,318 | $8.33 | Increased | 0.01% | 6.37% | $253.57M | 2025 Q4 |
| FERG | 1,086,357 | $222.63 | No Change | No Change | 6.08% | $241.86M | 2025 Q4 |
| IVZ | 2,970,944 | $26.27 | Reduced | -79.69% | 1.96% | $78.05M | 2025 Q4 |
| GEHC | 4,044 | $82.1 | Increased | 0.37% | 0.01% | $332.01K | 2025 Q4 |