Tracking Nelson Peltz's Trian Fund Management Portfolio - Q1 2022 Update

May 31, 2022 9:36 PM ET, , , , , , , , 4 Comments
John Vincent
25.45K Followers

Summary

  • Nelson Peltz’s 13F portfolio value decreased from $7.46B to $5.97B this quarter. The number of positions decreased from 9 to 8.
  • Trian Fund Management eliminated Comcast during the quarter.
  • The top three positions are Ferguson PLC, Invesco Ltd, and Janus Henderson Group plc. They add up to ~68% of the portfolio.

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This article is part of a series that provides an ongoing analysis of the changes made to Nelson Peltz's 13F portfolio on a quarterly basis. It is based on Peltz's regulatory 13F Form filed on 5/13/2022. Please

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Related Stocks

SymbolLast Price% Chg
CMCSA--
Comcast Corporation
FERG--
Ferguson Enterprises Inc.
GE--
General Electric Company
IVZ--
Invesco Ltd.
JHG--
Janus Henderson Group plc

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