Nelson Peltz Top Holdings of Q4 2025
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 31.87 M | $1.52 B | 38.05% | 4 Years | 0.00% | ||
| 4.03 M | $1.24 B | 31.16% | 4.3 Years | +0.01% | ||
| 8.24 M | $652.68 M | 16.38% | 1.5 Years | -2.67% | ||
| 30.44 M | $253.57 M | 6.36% | >10 Years | +0.01% | ||
| 1.09 M | $241.86 M | 6.07% | 4.8 Years | 0.00% | ||
| 2.97 M | $78.05 M | 1.96% | 5.5 Years | -79.69% | ||
| 4,044 | $331,689 | 0.01% | 2.8 Years | +0.37% |
Recent Moves
Nelson Peltz's Historical Top Holdings Overview
Portfolio Date:
Nelson Peltz Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 12/31/2025 | Reduce -79.7% | 2.97 M | -11.66 M | $306.24 M | ||
| 12/31/2025 | Reduce -2.7% | 8.24 M | -226,066 | $17.91 M | ||
| 12/31/2025 | Add 0.0% | 4.03 M | 552 | $170,032.56 | ||
| 12/31/2025 | Add 0.0% | 30.44 M | 3,295 | $27,447.35 | ||
| 12/31/2025 | Add 0.4% | 4,044 | 15 | $1,230.3 | ||
| 09/30/2025 | Sold Out | 0 | -353,335 | $21.4 M | ||
| 09/30/2025 | Sold Out | 0 | -99,955 | $20.12 M | ||
| 09/30/2025 | Sold Out | 0 | -338,031 | $18.38 M | ||
| 09/30/2025 | Add 0.0% | 30.44 M | 2,229 | $20,417.64 | ||
| 06/30/2025 | Reduce -36.9% | 14.63 M | -8.54 M | $134.75 M |
Nelson Peltz's Portfolio Sector Breakdown
Portfolio Date:
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.
Frequently Asked Questions
Nelson Peltz did not initiate any new positions in the latest quarter.
Nelson Peltz's firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.
Nelson Peltz Portfolio and Latest Trades
📑 This page provides a complete record of Nelson Peltz’s stock and ETF transactions based on SEC Form 13F filings. All trades are listed in reverse chronological order, allowing investors to follow his historical buy and sell decisions across multiple decades.
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| IVZ | 12/31/2025 | Reduce -79.7% | 2.97 M | -11.66 M | $306.24 M | |
| SOLV | 12/31/2025 | Reduce -2.7% | 8.24 M | -226,066 | $17.91 M | |
| GE | 12/31/2025 | Add 0.0% | 4.03 M | +552 | $170,032.56 | |
| WEN | 12/31/2025 | Add 0.0% | 30.44 M | +3,295 | $27,447.35 | |
| GEHC | 12/31/2025 | Add 0.4% | 4,044 | +15 | $1,230.3 | |
| UHAL | 09/30/2025 | Sold Out | 0 | -353,335 | $21.4 M | |
| ALL | 09/30/2025 | Sold Out | 0 | -99,955 | $20.12 M | |
| UHAL.B | 09/30/2025 | Sold Out | 0 | -338,031 | $18.38 M | |
| WEN | 09/30/2025 | Add 0.0% | 30.44 M | +2,229 | $20,417.64 | |
| IVZ | 06/30/2025 | Reduce -36.9% | 14.63 M | -8.54 M | $134.75 M | |
| ALL | 06/30/2025 | Reduce -68.5% | 99,955 | -217,695 | $43.82 M | |
| UHAL.B | 06/30/2025 | Reduce -69.9% | 338,031 | -786,669 | $42.77 M | |
| UHAL | 06/30/2025 | Reduce -45.8% | 353,335 | -298,665 | $18.09 M | |
| FERG | 06/30/2025 | Add 7.7% | 1.09 M | +77,592 | $16.9 M | |
| WEN | 06/30/2025 | Add 0.0% | 30.43 M | +11,111 | $126,887.62 | |
| FERG | 03/31/2025 | Reduce -18.5% | 1.01 M | -228,509 | $36.61 M | |
| ALL | 03/31/2025 | Add 3.6% | 317,650 | +10,928 | $2.26 M | |
| WEN | 03/31/2025 | Reduce -0.3% | 30.42 M | -101,346 | $1.48 M | |
| SOLV | 12/31/2024 | Add 18.8% | 8.46 M | +1.34 M | $88.29 M | |
| ALL | 12/31/2024 | Reduce -50.0% | 306,722 | -306,725 | $59.13 M |
Nelson Peltz's Latest 13F Holdings
📑 This page provides a detailed view of Nelson Peltz's portfolio holdings based on official SEC Form 13F filings. Investors can review the latest quarter's positions and seamlessly switch between different quarters to explore how the portfolio has evolved over time.
Holdings are categorized into Stocks/ETFs, Options, Debt, and Other, with transaction markers such as New Buy, Add, Reduce, No Change, and Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions like stock splits.
In addition, we calculate the holding duration of each asset, allowing investors to see how long positions have been maintained across quarters. By exploring both current and historical holdings, users gain insights into turnover, portfolio concentration, asset allocation shifts, and the top stock and ETF positions of Nelson Peltz.
| Name | Shares | Value | % of Portfolio | Time Held | % Change | |
|---|---|---|---|---|---|---|
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Note: Shares, Shares Change - split-adjusted.
Nelson Peltz’s Quarterly 13F Portfolio History
📊 This page provides a historical view of Nelson Peltz’s portfolio holdings based on official SEC Form 13F filings.
Explore how investments have evolved quarter by quarter, with insights into turnover rates, portfolio concentration, asset allocation shifts, and the firm’s top 10 stock and ETF positions.
| Quarter | Holdings | Total Value | Turnover Rate | Top 10 Stock & ETF Holdings |
|---|