About Nelson Peltz
Nelson Peltz is an American billionaire businessman and activist investor, best known as co‑founder of Trian Fund Management with Peter May and Edward Garden. Over his career, he has led major turnarounds, including Snapple, and served on the boards of companies such as Procter & Gamble, Heinz, and Mondelez International. Peltz is currently non‑executive chairman of Wendy's and Sysco. Renowned for his activist approach, he seeks to unlock value in underperforming businesses through operational improvements and strategic change.
Nelson Peltz Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 31.87 M | $1.24 B | 32.64% | 3.5 Years | 0.00% | ||
| 4.03 M | $1.04 B | 27.36% | 3.7 Years | 0.00% | ||
| 8.46 M | $641.82 M | 16.93% | 1 Years | 0.00% | ||
| 30.43 M | $347.57 M | 9.17% | >10 Years | +0.04% | ||
| 1.09 M | $236.55 M | 6.24% | 4.2 Years | +7.69% | ||
| 14.63 M | $230.69 M | 6.08% | 5 Years | -36.87% | ||
| 353,335 | $21.4 M | 0.56% | 1 Years | -45.81% | ||
| 99,955 | $20.12 M | 0.53% | 1.7 Years | -68.53% | ||
| 338,031 | $18.38 M | 0.48% | 1 Years | -69.94% | ||
| 4,029 | $298,428 | 0.01% | 2.3 Years | 0.00% |
Recent Moves
Added to Core Holding
+77,592 Shares | +$16.9 M Value
Largest position increase in Industrials sector
2025 Q2
Reduced Exposure to Position
-8.54 M Shares | -$134.75 M Value
Significant reduction in holdings of Financials
2025 Q2
Reduced Exposure to Position
-217,695 Shares | -$43.82 M Value
Significant reduction in holdings of Financials
2025 Q2
Added to Core Holding
+11,111 Shares | +$126,887.62 Value
Modest increase in Consumer Discretionary
2025 Q2
Nelson Peltz's Historical Top Holdings Breakdown
Portfolio Date:
Nelson Peltz Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Reduce -36.9% | 14.63 M | -8.54 M | $134.75 M | ||
| 06/30/2025 | Reduce -68.5% | 99,955 | -217,695 | $43.82 M | ||
| 06/30/2025 | Reduce -69.9% | 338,031 | -786,669 | $42.77 M | ||
| 06/30/2025 | Reduce -45.8% | 353,335 | -298,665 | $18.09 M | ||
| 06/30/2025 | Add 7.7% | 1.09 M | 77,592 | $16.9 M | ||
| 06/30/2025 | Add 0.0% | 30.43 M | 11,111 | $126,887.62 | ||
| 03/31/2025 | Reduce -18.5% | 1.01 M | -228,509 | $36.61 M | ||
| 03/31/2025 | Add 3.6% | 317,650 | 10,928 | $2.26 M | ||
| 03/31/2025 | Reduce -0.3% | 30.42 M | -101,346 | $1.48 M | ||
| 12/31/2024 | Add 18.8% | 8.46 M | 1.34 M | $88.29 M |