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HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Nelson Peltz – Trian Fund Management, L.P.

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
8
Portfolio value:
$3,859,779,000
Filed:
May 15, 2026
Style:
Activist Investor
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 261 new
≡MICC – Magnum Ice Cream Co NVBuy241,0420.09
Q2 2025filed Aug 14, 251 added4 reduced
≡Ferguson Plc NewAdd 8.00%77,5921.91
Q4 2024filed Feb 14, 253 added1 reduced
≡SOLV – Solventum CorporationAdd 19.00%1,336,5641.64
≡UHAL – U-Haul Holding CompanyAdd 45.00%202,4050.27
≡UHAL.B – U-Haul Holding Company - BAdd 7.00%75,645−0.08
Q3 2024filed Nov 13, 243 added4 reduced2 exited
≡SOLV – Solventum CorporationAdd 33.00%1,765,6765.85
≡UHAL.B – U-Haul Holding Company - BAdd 15.00%139,7550.61
≡UHAL – U-Haul Holding CompanyAdd 15.00%59,8950.31
Q2 2024filed Aug 14, 244 new4 reduced1 exited
≡SOLV – Solventum CorporationBuy5,360,5796.91
≡UHAL.B – U-Haul Holding Company - BBuy909,3001.33
≡UHAL – U-Haul Holding CompanyBuy389,7000.59
≡RTO – Rentokil Initial plcBuy470,000
Q3 2023filed Nov 14, 232 new2 added1 exited
≡DIS – The Walt Disney CompanyAdd 412.00%26,443,25725.74
≡ALL – The Allstate CorporationBuy3,643,6186.17
≡WEN – Wendys Co.Add 61.00%12,618,115−1.27
≡SYY – Sysco CorporationBuy1,223,500
Q2 2023filed Aug 15, 231 added1 reduced
≡DIS – The Walt Disney CompanyAdd 9.00%508,366−1.01
0.34
1.23