Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Boosted FERG holding, Confirms lowered IVZ holding, Maintained JHG WEN SOLV GE holdings
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- Increased positions in: FERG (to 1.09 mln shares from 1.01 mln shares)
- Maintained positions in: JHG (31.9 mln shares), WEN (30.4 mln shares), SOLV (8.5 mln shares), GE (4.0 mln shares)
- Decreased positions in: IVZ (to 14.63 mln shares from 23.17 mln shares), UHAL.B (to 338K from 1.1 mln), UHAL (to 353K from 652K), ALL (to 100K from 318K)