Nelson Peltz - Trian Fund Management Portfolio Allocation (Sep 30, 2025)

As of Sep 30, 2025, the Trian Fund Management portfolio managed by Nelson Peltz was diversified across 4 sectors, according to the most recent SEC 13F filing dated Nov 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The ETF sector represents the largest share at 48.6% of total portfolio value, followed by ETF and Industrials and Healthcare. Together, the top three sectors account for 93.2% of the portfolio, reflecting Nelson Peltz's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.