Nelson Peltz – Trian Fund Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – None reported
Reductions – Allstate (ALL), U-Haul Holding Company (UHAL), U-Haul Holding Company Series N (UHAL-B), Invesco (IVZ)
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Trian Fund Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2024Jun 30, 2024 | ALL Allstate | Sell | -223,761-10.0% |
Q2 2024Jun 30, 2024 | FERG Ferguson | Sell | -539,824-21.6% |
Q2 2024Jun 30, 2024 | SYY Sysco Corporation | Sell - Position Exit | -1,223,500-100.0% |
Q2 2024Jun 30, 2024 | IVZ Invesco | Sell | -6,716,362-19.8% |
Q2 2024Jun 30, 2024 | DIS Walt Disney Company (The) | Sell | -29,692,273-91.8% |
Q1 2024Mar 31, 2024 | ALL Allstate | Sell | -555,829-19.9% |
Q1 2024Mar 31, 2024 | FERG Ferguson | Sell | -1,696,565-40.5% |
Q4 2023Dec 31, 2023 | GE GE Aerospace | Buy | +373+0.0% |
Q4 2023Dec 31, 2023 | GEHC GE HealthCare Technologies Inc. | Buy | +3+0.0% |
Q4 2023Dec 31, 2023 | DIS Walt Disney Company (The) | Sell | -530,451-1.6% |
Q4 2023Dec 31, 2023 | ALL Allstate | Sell | -850,520-23.3% |
Q4 2023Dec 31, 2023 | FERG Ferguson | Sell | -1,224,966-22.6% |
Q4 2023Dec 31, 2023 | WEN Wendy's Company (The) | Sell | -1,883,593-5.6% |
Q3 2023Sep 30, 2023 | DIS Walt Disney Company (The) | Buy | +26,443,257+411.6% |
Q3 2023Sep 30, 2023 | WEN Wendy's Company (The) | Buy | +12,618,115+60.9% |
Q3 2023Sep 30, 2023 | ALL Allstate | Buy - Position Entry | +3,643,618 |
Q3 2023Sep 30, 2023 | SYY Sysco Corporation | Buy - Position Entry | +1,223,500 |
Q3 2023Sep 30, 2023 | GE GE Aerospace | Buy | +842+0.0% |
Q3 2023Sep 30, 2023 | MDLZ Mondelez International, Inc. | Sell - Position Exit | -16,530-100.0% |
Q3 2023Sep 30, 2023 | FERG Ferguson | Sell | -79,482-1.4% |
Q2 2023Jun 30, 2023 | DIS Walt Disney Company (The) | Buy | +508,366+8.6% |
Q2 2023Jun 30, 2023 | FERG Ferguson | Sell | -369,300-6.3% |
Q2 2023Jun 30, 2023 | WEN Wendy's Company (The) | Sell | -973,142-4.5% |
Q1 2023Mar 31, 2023 | GEHC GE HealthCare Technologies Inc. | Buy - Position Entry | +1,342,830 |
Q1 2023Mar 31, 2023 | GE GE Aerospace | Buy | +507+0.0% |
Q1 2023Mar 31, 2023 | MDLZ Mondelez International, Inc. | Buy | +291+1.8% |
Q1 2023Mar 31, 2023 | SYY Sysco Corporation | Sell - Position Exit | -4,540-100.0% |
Q1 2023Mar 31, 2023 | DIS Walt Disney Company (The) | Sell | -3,113,116-34.5% |
Q1 2023Mar 31, 2023 | WEN Wendy's Company (The) | Sell | -3,627,569-14.3% |
Q1 2023Mar 31, 2023 | FERG Ferguson | Sell | -5,354,181-47.7% |