Nelson Peltz - Trian Fund Management,
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q4 2025 | ||||
| ☰ | SOLV - Solventum Corp | Reduce 2.67% | 226,066 | 0.40 |
| ☰ | IVZ - Invesco Ltd | Reduce 79.69% | 11,657,511 | 6.51 |
| Q3 2025 | ||||
| ☰ | UHAL - U-Haul Holding Co. | Sell 100.00% | 353,335 | 0.57 |
| ☰ | UHAL.B - U Haul Holding Co Non Voting | Sell 100.00% | 338,031 | 0.49 |
| Q2 2025 | ||||
| ☰ | IVZ - Invesco Ltd | Reduce 36.87% | 8,544,987 | 3.53 |
| ☰ | UHAL - U-Haul Holding Co. | Reduce 45.81% | 298,665 | 0.53 |
| ☰ | UHAL.B - U Haul Holding Co Non Voting | Reduce 69.94% | 786,669 | 1.27 |
| Q1 2025 | ||||
| ☰ | WEN - Wendy's Co. | Reduce 0.33% | 101,346 | 0.04 |
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 18.47% | 228,509 | 1.04 |
| Q4 2024 | ||||
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 2.64% | 33,536 | 0.18 |
| Q3 2024 | ||||
| ☰ | WEN - Wendy's Co. | Reduce 3.16% | 995,273 | 0.45 |
| ☰ | IVZ - Invesco Ltd | Reduce 14.88% | 4,050,292 | 1.60 |
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 34.96% | 683,053 | 3.50 |
| ☰ | GEHC - GE HealthCare Technologies Inc. | Reduce 99.70% | 1,338,804 | 2.76 |
| ☰ | DIS - Walt Disney Co. | Sell 100.00% | 2,645,583 | 6.95 |
| ☰ | RTO - Rentokil Initial plc | Sell 100.00% | 470,000 | 0.37 |
| Q2 2024 | ||||
| ☰ | IVZ - Invesco Ltd | Reduce 19.79% | 6,716,362 | 1.46 |
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 21.65% | 539,824 | 1.54 |
| ☰ | DIS - Walt Disney Co. | Reduce 91.82% | 29,692,273 | 47.59 |
| ☰ | SYY - Sysco Corp. | Sell 100.00% | 1,223,500 | 1.30 |
| Q1 2024 | ||||
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 40.49% | 1,696,565 | 4.95 |
| Q4 2023 | ||||
| ☰ | DIS - Walt Disney Co. | Reduce 1.61% | 530,451 | 0.70 |
| ☰ | WEN - Wendy's Co. | Reduce 5.65% | 1,883,593 | 0.62 |
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 22.62% | 1,224,966 | 3.27 |
| Q3 2023 | ||||
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 1.45% | 79,482 | 0.32 |
| ☰ | MDLZ - Mondelez International | Sell 100.00% | 16,530 | 0.03 |
| Q2 2023 | ||||
| ☰ | WEN - Wendy's Co. | Reduce 4.48% | 973,142 | 0.56 |
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 6.30% | 369,300 | 1.32 |
| Q1 2023 | ||||
| ☰ | WEN - Wendy's Co. | Reduce 14.32% | 3,627,569 | 1.68 |
| ☰ | DIS - Walt Disney Co. | Reduce 34.48% | 3,113,116 | 5.55 |
| ☰ | IVZ - Invesco Ltd | Reduce 39.13% | 21,818,538 | 8.05 |
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 47.73% | 5,354,181 | 13.95 |
| ☰ | SYY - Sysco Corp. | Sell 100.00% | 4,540 | 0.01 |
| Q4 2022 | ||||
| ☰ | SYY - Sysco Corp. | Reduce 99.94% | 7,173,000 | 13.35 |
| ☰ | PG - Procter & Gamble | Sell 100.00% | 5,589 | 0.02 |
| Q3 2022 | ||||
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 12.54% | 1,608,430 | 3.91 |
| ☰ | SYY - Sysco Corp. | Reduce 18.37% | 1,615,617 | 3.01 |
| Q2 2022 | ||||
| ☰ | SYY - Sysco Corp. | Reduce 23.56% | 2,710,672 | 3.71 |
| ☰ | MDLZ - Mondelez International | Reduce 96.39% | 434,028 | 0.45 |
| Q1 2022 | ||||
| ☰ | SYY - Sysco Corp. | Reduce 10.50% | 1,350,133 | 1.42 |
| ☰ | PG - Procter & Gamble | Reduce 97.70% | 231,927 | 0.51 |
| ☰ | CMCSA - Comcast Corp. | Sell 100.00% | 19,991,416 | 13.49 |
| Q4 2021 | ||||
| ☰ | SYY - Sysco Corp. | Reduce 3.95% | 528,664 | 0.59 |
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 10.50% | 1,336,950 | 2.64 |
| ☰ | MDLZ - Mondelez International | Reduce 94.37% | 7,547,664 | 6.22 |
| ☰ | PG - Procter & Gamble | Reduce 95.50% | 5,032,139 | 9.96 |
| Q3 2021 | ||||
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 2.96% | 388,442 | 0.70 |
| ☰ | CMCSA - Comcast Corp. | Reduce 3.88% | 806,050 | 0.59 |
| ☰ | WEN - Wendy's Co. | Reduce 4.87% | 1,297,290 | 0.39 |
| ☰ | MDLZ - Mondelez International | Reduce 7.41% | 640,237 | 0.52 |
| ☰ | PG - Procter & Gamble | Reduce 9.02% | 522,262 | 0.91 |
| ☰ | SYY - Sysco Corp. | Reduce 25.14% | 4,493,098 | 4.52 |
| ☰ | 6683 - General Electric Co. | Sell 100.00% | 32,201,472 | 5.61 |
| Q2 2021 | ||||
| ☰ | FERG - Ferguson Enterprises Inc. | Reduce 0.72% | 94,866 | 0.14 |
| ☰ | MDLZ - Mondelez International | Reduce 7.95% | 745,613 | 0.55 |
| ☰ | SYY - Sysco Corp. | Reduce 13.24% | 2,727,884 | 2.70 |
| ☰ | PG - Procter & Gamble | Reduce 34.81% | 3,093,092 | 5.27 |
| Q1 2021 | ||||
| ☰ | PG - Procter & Gamble | Reduce 9.56% | 938,847 | 2.10 |
| ☰ | MDLZ - Mondelez International | Reduce 23.35% | 2,857,861 | 2.68 |
| Q4 2020 | ||||
| ☰ | PG - Procter & Gamble | Reduce 3.01% | 305,151 | 0.75 |
| ☰ | SYY - Sysco Corp. | Reduce 15.49% | 3,776,235 | 4.14 |
| ☰ | NVT - nVent Electric plc | Sell 100.00% | 5,827,483 | 1.82 |
| Q3 2020 | ||||
| ☰ | PG - Procter & Gamble | Reduce 6.44% | 696,977 | 1.73 |
| ☰ | MDLZ - Mondelez International | Reduce 22.76% | 3,607,362 | 3.82 |
| ☰ | 6683 - General Electric Co. | Reduce 45.76% | 27,149,089 | 3.84 |
| ☰ | NVT - nVent Electric plc | Reduce 52.97% | 6,563,959 | 2.55 |
| ☰ | BNY - Bank of New York Mellon Corp. | Sell 100.00% | 4,383,286 | 3.51 |
| Q2 2020 | ||||
| ☰ | 6683 - General Electric Co. | Reduce 7.63% | 4,904,462 | 0.56 |
| ☰ | NVT - nVent Electric plc | Reduce 8.59% | 1,164,379 | 0.28 |
| ☰ | BNY - Bank of New York Mellon Corp. | Reduce 54.82% | 5,317,802 | 2.58 |
| ☰ | PG - Procter & Gamble | Reduce 65.12% | 20,208,933 | 32.04 |
| ☰ | LM - Legg Mason Inc. | Sell 100.00% | 3,881,704 | 2.73 |
| Q1 2020 | ||||
| ☰ | PG - Procter & Gamble | Reduce 3.48% | 1,119,842 | 1.47 |
| ☰ | MDLZ - Mondelez International | Reduce 15.84% | 2,983,025 | 1.73 |
| ☰ | BNY - Bank of New York Mellon Corp. | Reduce 20.18% | 2,453,278 | 1.30 |
| Q4 2019 | ||||
| ☰ | PG - Procter & Gamble | Reduce 12.22% | 4,475,930 | 5.81 |
| Q3 2019 | ||||
| ☰ | BNY - Bank of New York Mellon Corp. | Reduce 3.70% | 467,215 | 0.22 |
| ☰ | WEN - Wendy's Co. | Reduce 6.99% | 2,000,000 | 0.41 |
| ☰ | PPG - PPG Industries | Sell 100.00% | 4,224,826 | 5.20 |
| Q2 2019 | ||||
| ☰ | PG - Procter & Gamble | Reduce 0.19% | 71,485 | 0.08 |
| ☰ | BNY - Bank of New York Mellon Corp. | Reduce 4.67% | 618,606 | 0.33 |
| ☰ | 6683 - General Electric Co. | Reduce 9.39% | 6,654,877 | 0.71 |
| ☰ | NVT - nVent Electric plc | Reduce 22.86% | 4,016,812 | 1.16 |
| ☰ | PPG - PPG Industries | Reduce 29.38% | 1,757,804 | 2.12 |
| Q1 2019 | ||||
| ☰ | PG - Procter & Gamble | Reduce 3.19% | 1,208,738 | 1.20 |
| ☰ | WEN - Wendy's Co. | Reduce 9.48% | 3,000,000 | 0.51 |
| ☰ | PPG - PPG Industries | Reduce 14.65% | 1,026,782 | 1.14 |
| ☰ | BNY - Bank of New York Mellon Corp. | Reduce 17.96% | 2,898,936 | 1.48 |
| ☰ | SYY - Sysco Corp. | Reduce 18.10% | 5,121,873 | 3.47 |
| ☰ | PNR - Pentair plc | Sell 100.00% | 8,580,717 | 3.51 |
| Q4 2018 | ||||
| ☰ | SYY - Sysco Corp. | Reduce 24.84% | 9,352,783 | 6.63 |
| ☰ | PNR - Pentair plc | Reduce 28.71% | 3,455,865 | 1.45 |
| Q3 2018 | ||||
| ☰ | SYY - Sysco Corp. | Reduce 11.53% | 4,905,556 | 3.34 |
| ☰ | PNR - Pentair plc | Reduce 12.39% | 1,702,862 | 0.71 |
| Q2 2018 | ||||
| ☰ | SYY - Sysco Corp. | Reduce 5.08% | 2,278,393 | 1.38 |
| ☰ | WEN - Wendy's Co. | Reduce 7.07% | 2,405,292 | 0.43 |
| ☰ | PNR - Pentair plc | Reduce 10.85% | 1,672,138 | 1.15 |
| Q1 2018 | ||||
| ☰ | PNR - Pentair plc | Reduce 0.00% | 225 | 0.00 |
| ☰ | WEN - Wendy's Co. | Reduce 12.81% | 5,000,000 | 0.69 |
| ☰ | MDLZ - Mondelez International | Reduce 55.72% | 23,684,641 | 8.58 |
| Q4 2017 | ||||
| ☰ | BNY - Bank of New York Mellon Corp. | Reduce 29.49% | 6,599,057 | 2.89 |
| Q3 2017 | ||||
| ☰ | BNY - Bank of New York Mellon Corp. | Reduce 30.89% | 10,000,000 | 3.85 |
| ☰ | DD - DuPont de Nemours Inc. | Sell 100.00% | 9,390,689 | 5.71 |
| Q2 2017 | ||||
| ☰ | MDLZ - Mondelez International | Reduce 3.91% | 1,727,450 | 0.56 |
| ☰ | WEN - Wendy's Co. | Reduce 12.35% | 5,500,000 | 0.56 |
| Q1 2017 | ||||
| ☰ | DD - DuPont de Nemours Inc. | Reduce 36.69% | 5,442,568 | 3.60 |
| Q4 2016 | ||||
| ☰ | 6683 - General Electric Co. | Reduce 7.17% | 5,205,000 | 1.65 |
| ☰ | MDLZ - Mondelez International | Reduce 7.91% | 3,799,950 | 1.79 |
| ☰ | DD - DuPont de Nemours Inc. | Reduce 15.00% | 2,617,634 | 1.88 |
| Q3 2016 | ||||
| ☰ | 6683 - General Electric Co. | Reduce 2.87% | 2,142,461 | 0.70 |
| ☰ | DD - DuPont de Nemours Inc. | Reduce 9.30% | 1,788,488 | 1.20 |
| Q2 2016 | ||||
| ☰ | DD - DuPont de Nemours Inc. | Reduce 6.08% | 1,245,883 | 0.82 |
| ☰ | LM - Legg Mason Inc. | Sell 100.00% | 11,039,896 | 3.99 |
| ☰ | TIF - Tiffany & Co. NEW | Sell 100.00% | 14,260 | 0.01 |
| Q1 2016 | ||||
| ☰ | 6683 - General Electric Co. | Reduce 4.55% | 3,536,286 | 0.95 |
| ☰ | PEP - PepsiCo Inc. | Sell 100.00% | 18,316,211 | 15.71 |
| Q4 2015 | ||||
| ☰ | 6683 - General Electric Co. | Reduce 14.12% | 12,784,014 | 2.92 |
| ☰ | DD - DuPont de Nemours Inc. | Reduce 21.62% | 5,577,809 | 2.43 |
| ☰ | IREUR - Ingersoll-Rand PLC | Sell 100.00% | 2,835,302 | 1.30 |
| ☰ | CC - Chemours Co. | Sell 100.00% | 4,879,376 | 0.29 |
| Q3 2015 | ||||
| ☰ | WEN - Wendy's Co. | Reduce 24.49% | 13,232,044 | 1.74 |
| ☰ | IREUR - Ingersoll-Rand PLC | Reduce 61.10% | 4,453,828 | 3.51 |
| ☰ | FDO - Family Dlr Stores Inc. | Sell 100.00% | 3,679 | 0.00 |
| Q2 2015 | ||||
| ☰ | LM - Legg Mason Inc. | Reduce 14.34% | 1,848,068 | 1.19 |
| ☰ | IREUR - Ingersoll-Rand PLC | Reduce 14.95% | 1,281,163 | 1.02 |
| ☰ | WEN - Wendy's Co. | Reduce 16.63% | 10,775,664 | 1.37 |
| ☰ | ALLE - Allegion Pub Ltd Co | Sell 100.00% | 1,655,388 | 1.18 |
| Q1 2015 | ||||
| ☰ | IREUR - Ingersoll-Rand PLC | Reduce 33.15% | 4,250,758 | 2.86 |
| ☰ | FDO - Family Dlr Stores Inc. | Reduce 99.96% | 8,362,707 | 7.03 |
| ☰ | LAZ - Lazard Inc. | Sell 100.00% | 4,973,851 | 2.64 |
| Q3 2014 | ||||
| ☰ | LAZ - Lazard Inc. | Reduce 24.71% | 1,632,689 | 1.24 |
| Q2 2014 | ||||
| ☰ | IREUR - Ingersoll-Rand PLC | Reduce 0.01% | 1,144 | 0.00 |
| ☰ | ALLE - Allegion Pub Ltd Co | Reduce 44.02% | 1,301,500 | 1.18 |
| ☰ | GNCIQ - GNC Hldgs Inc. | Sell 100.00% | 359,254 | 0.27 |
| Q1 2014 | ||||
| ☰ | GNCIQ - GNC Hldgs Inc. | Reduce 0.11% | 400 | 0.00 |
| ☰ | LAZ - Lazard Inc. | Reduce 1.43% | 95,840 | 0.07 |
| ☰ | WEN - Wendy's Co. | Reduce 21.93% | 18,200,000 | 2.68 |
| ☰ | ALLE - Allegion Pub Ltd Co | Reduce 25.94% | 1,035,667 | 0.77 |
| Q4 2013 | ||||
| ☰ | IREUR - Ingersoll-Rand PLC | Reduce 7.18% | 926,318 | 1.10 |
| ☰ | GNCIQ - GNC Hldgs Inc. | Reduce 53.71% | 417,244 | 0.42 |
| Q3 2013 | ||||
| ☰ | IREUR - Ingersoll-Rand PLC | Reduce 4.21% | 566,674 | 0.62 |
| ☰ | STT - State Street Corp. | Sell 100.00% | 1,862,816 | 2.39 |
| ☰ | BID - Sothebys | Sell 100.00% | 2,074,182 | 1.55 |