Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Added to ALL, Maintained JHG SOLV GE UHAL holdings
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- Increased positions in: ALL (to 0.32 mln shares from 0.31 mln shares)
- Maintained positions in: JHG (31.87 mln shares) SOLV (8.46 mln shares), GE (4.03 mln shares), UHAL.B (1.12 mln shares), UHAL (0.65 mln shares)
- Decreased positions in: FERG (to 1.01 mln shares from 1.24 mln shares) WEN (slightly lowered to 30.42 mln from 30.53 mln)