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Nelson Peltz — 13F History

Trian Fund Management, L.P.CIK 0001345471Form 13F-HR on EDGAR
Portfolio value$4.2B
Positions8
QuarterQ2 2026ended 2026-06-30
Filed08/122026

Every 13F on file since Q2 2013: what Nelson Peltz bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$4.2B · 8 stocks · filed Aug 12, 2026
0 bought2 added2 reduced0 sold
reduced −19% JHGadded +76194% GEHCreduced −45% IVZadded WEN
Q1 2026$3.9B · 8 stocks · filed May 15, 2026
1 bought1 added0 reduced0 sold
bought MICCadded WEN
Q4 2025$4.0B · 7 stocks · filed Feb 17, 2026
0 bought3 added2 reduced0 sold
Q3 2025$4.1B · 7 stocks · filed Nov 14, 2025
0 bought1 added0 reduced3 sold
sold UHALsold The Allstate Corporationsold UHAL/Badded WEN
Q2 2025$3.8B · 10 stocks · filed Aug 14, 2025
0 bought2 added4 reduced0 sold
reduced −37% IVZreduced −69% The Allstate Corporationreduced −70% UHAL/Breduced −46% UHALadded +8% FERGadded WEN
Q1 2025$3.7B · 10 stocks · filed May 15, 2025
0 bought1 added2 reduced0 sold
reduced −18% FERGadded +4% The Allstate Corporationreduced WEN
Q4 2024$3.9B · 10 stocks · filed Feb 14, 2025
0 bought4 added2 reduced0 sold
added +19% SOLVreduced −50% The Allstate Corporationadded +45% UHALreduced −3% FERGadded +7% UHAL/Badded WEN
Q3 2024$3.9B · 10 stocks · filed Nov 13, 2024
0 bought3 added5 reduced2 sold
Q2 2024$4.1B · 12 stocks · filed Aug 14, 2024
4 bought1 added5 reduced1 sold
Q1 2024$8.0B · 9 stocks · filed May 15, 2024
0 bought0 added2 reduced0 sold
reduced −40% FERGreduced −20% The Allstate Corporation
Q4 2023$7.0B · 9 stocks · filed Feb 14, 2024
0 bought2 added4 reduced0 sold
reduced −23% FERGreduced −23% The Allstate Corporationreduced −2% DISreduced −6% WENadded GEadded GEHC
Q3 2023$6.6B · 9 stocks · filed Nov 14, 2023
2 bought3 added1 reduced1 sold
added +412% DISbought The Allstate Corporationadded +61% WENbought SYYreduced −1% FERGsold MDLZ

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.