Nelson Peltz (Trian Fund Management) Portfolio March 31, 2021
Nelson Peltz, revealed in a recent regulatory filing his newest positions. In his Trian Fund Management’s portfolio you can find the top 8 holdings based on Peltz’s 13F filings as of March 31, 2021.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | Ferguson Plc New | SHS | 1,558,411,000 | 26.1 | 11,402,731 | 136.67 |
| 2 | Invesco Ltd. | SHS | 1,404,885,000 | 23.5 | 54,034,034 | 26.0 |
| 3 | Janus Henderson Group plc | ORD SHS | 1,116,010,000 | 18.7 | 31,867,800 | 35.02 |
| 4 | Sysco Corp. | COM | 939,288,000 | 15.7 | 11,503,829 | 81.65 |
| 5 | Wendys Co. | COM | 556,573,000 | 9.3 | 25,333,339 | 21.97 |
| 6 | General Electric Co. | COM NEW | 368,390,000 | 6.2 | 4,026,121 | 91.5 |
| 7 | Mondelez Intl Inc. | CL A | 28,268,000 | 0.5 | 450,267 | 62.78 |
| 8 | Procter and Gamble Co. | COM | 893,000 | 0.0 | 5,457 | 163.64 |
*Price per share is the stock price on the date of the portfolio.