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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
Q4 2025filed Feb 17, 261 reduced
≡IVZ – Invesco Ltd.Reduce 80.00%−11,657,511−6.21
Q3 2025filed Nov 14, 253 exited
≡UHAL – U-Haul Holding CompanySell−353,335−0.56
≡ALL – The Allstate CorporationSell−99,955−0.53
≡UHAL.B – U-Haul Holding Company - BSell−338,031−0.48
Q2 2025filed Aug 14, 251 added4 reduced
≡IVZ – Invesco Ltd.Reduce 37.00%−8,544,987−3.33
≡UHAL.B – U-Haul Holding Company - BReduce 70.00%−786,669−1.30
≡ALL – The Allstate CorporationReduce 69.00%−217,695−1.23
≡UHAL – U-Haul Holding CompanyReduce 46.00%−298,665−0.58
Q1 2025filed May 15, 251 reduced
≡Ferguson Plc NewReduce 18.00%−228,509−1.21
Q4 2024filed Feb 14, 253 added1 reduced
≡ALL – The Allstate CorporationReduce 50.00%−306,725−1.47
Q3 2024filed Nov 13, 243 added4 reduced2 exited
≡DIS – The Walt Disney CompanySell−2,645,583−6.41
≡ALL – The Allstate CorporationReduce 70.00%−1,400,061−4.85
≡Ferguson Plc NewReduce 35.00%−683,053−2.74
≡GEHC – GE HealthCare Technologies Inc.Reduce 100.00%−1,338,804−2.54
Q2 2024filed Aug 14, 244 new4 reduced1 exited
≡DIS – The Walt Disney CompanyReduce 92.00%−29,692,273−42.92
≡ALL – The Allstate CorporationReduce 10.00%−223,7613.02
≡IVZ – Invesco Ltd.Reduce 20.00%−6,716,3622.91
≡Ferguson Plc NewReduce 22.00%−539,8242.44
Q1 2024filed May 15, 242 reduced
≡Ferguson Plc NewReduce 40.00%−1,696,565−4.76
≡ALL – The Allstate CorporationReduce 20.00%−555,829−0.75
Q4 2023filed Feb 14, 243 reduced
≡Ferguson Plc NewReduce 23.00%−1,224,966−2.00
≡WEN – Wendys Co.Reduce 6.00%−1,883,593−1.60
≡ALL – The Allstate CorporationReduce 23.00%−850,520−0.59
Q3 2023filed Nov 14, 232 new2 added1 exited
≡MDLZ – Mondelez Intl Inc.Sell−16,530−0.03
Q2 2023filed Aug 15, 231 added1 reduced
≡Ferguson Plc NewReduce 6.00%−369,3001.37
≡
IVZ – Invesco Ltd.
Reduce 15.00%
−4,050,292
0.52
≡RTO – Rentokil Initial plcSell−470,000−0.34
≡
SYY – Sysco Corporation
Sell
−1,223,500
−1.24