TRIAN FUND MANAGEMENT, L.P.
Hedge Fund • Activist
TRIAN FUND MANAGEMENT, L.P. is an Activist Hedge Fund based in New York, NY led by Nelson ("Nmn") Peltz, reporting $6.3B in AUM as of Q3 2025 with 43% Financial Services concentration, with only 7 positions, and 35% allocation to JHG.
CEONelson ("Nmn") Peltz
- Portfolio Value
- $4.1B
- Positions
- 7
- Top Holding
- JHG at 34.53%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in TRIAN FUND MANAGEMENT, L.P.'s portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Asset Management Financial Services | $1.4B | 34.53% | — | 20.43% 31.9M shares | |
Aerospace & Defense Industrials | $1.2B | 29.52% | — | 0.38% 4.0M shares | |
Medical - Care Facilities Healthcare | $617.8M | 15.04% | — | 4.88% 8.5M shares | |
Asset Management Financial Services | $335.6M | 8.17% | — | 3.28% 14.6M shares | |
Restaurants Consumer Cyclical | $278.8M | 6.79% | +$20.4K Bought | 15.97% 30.4M shares | |
Industrial - Distribution Industrials | $244.0M | 5.94% | — | 0.54% 1.1M shares | |
Medical - Healthcare Information Services Healthcare | $302.6K | 0.01% | — | 0.00% 4.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in TRIAN FUND MANAGEMENT, L.P.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+0.01% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for TRIAN FUND MANAGEMENT, L.P.
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