Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Increased SOLV UHAL positions
Highlights from Q4 2024 filing as compared to Q3 2024 (all amounts are approximate):
- Increased positions in: SOLV (to 8.46 mln shares from 7.13 mln shares), UHAL (to 0.65 mln from 0.45 mln), UHAL.B (to 1.12 mln from 1.05 mln)
- Maintained positions in: JHG (31.87 mln shares), WEN (30.53 mln shares), IVZ (23.17 mln shares), GE (4.03 mln shares)
- Decreased positions in: ALL (to 0.31 mln shares from 0.61 mln shares), FERG (to 1.24 mln from 1.27 mln)