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Trian Fund Management LP - Nelson Peltz
Trian Fund Management LP Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2025
6,493 Followers
Portfolio Gain
+2.09%
Since Jan 2016
Sharpe Ratio
1.30
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$3.74B
Nelson Peltz manages more assets than 62% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+10.53%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
39.78% Financial
22.70% Industrials
17.23% General
11.77% Consumer Cyclical
<0.01% Healthcare
A breakdown of Trian Fund Management LP's portfolio by sector
Trian Fund Management LP Portfolio Activity
GE Aerospace
Not Changed
Industrials
$190.18
($166.15-$214.21)
0.00%
806.65M
21.56%
GE Healthcare Technologies Inc
Not Changed
Healthcare
$86.26
($77.72-$94.80)
0.00%
325.18K
<0.01%
Invesco
Not Changed
Financial
$17.11
($14.68-$19.55)
0.00%
351.54M
9.28%
Janus Henderson Group
Not Changed
Financial
$41.17
($35.66-$46.68)
0.00%
1.15B
30.50%
U-Haul
Not Changed
Industrials
$68.64
($62.08-$75.19)
0.00%
42.61M
1.14%
Solventum Corporation
Not Changed
General
$75.67
($65.42-$85.92)
0.00%
643.51M
17.23%
Wendy's
Reduced
Consumer Cyclical
$15.10
($13.72-$16.48)
-0.33%
445.10M
11.77%
See a list of Trian Fund Management LP's holdings, as reported to the SEC on Mar 31, 2025. Click on any holding to see more details
Measured Performance
Compare Trian Fund Management LP's performance with other Hedge Funds and the S&P 500
Trian Fund Management LP activity FAQ
What is Trian Fund Management LP’s portfolio gain since Jun 2013?
Trian Fund Management LP’s portfolio gain since Jun 2013 was 100.86%.
What is Trian Fund Management LP’s Sharpe Ratio?
Trian Fund Management LP’s Sharpe Ratio is 1.30.
What is Trian Fund Management LP’s portfolio value?
Trian Fund Management LP’s portfolio value is $3.74B.
What is Trian Fund Management LP’s average return since the fund’s last 13F filing?
Trian Fund Management LP’s average return since the fund’s last 13F filing is 32.24%.
What was Trian Fund Management LP’s average return in the last 12 months?
Trian Fund Management LP’s average return in the last 12 months was 2.09%.
What was Trian Fund Management LP’s average return in the last 3 years?
Trian Fund Management LP’s average return in the last 3 years was 10.53%.
When was the most recent most recent 13F form submitted by Trian Fund Management LP?
Trian Fund Management LP's most recent 13F form was submitted on Mar 31, 2025.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Nelson Peltz Net Worth?
Nelson Peltz is Managing Trian Fund Management LP which has a net worth of $3.74B.
TipRanks & Hedge Funds: TipRanks measures the performance of Nelson Peltz and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.