Nelson Peltz / Trian
Tier 1 · PRIORITY · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $3,859,778,188 · 8 positions · top-10 100.0%
· SEC filing history →
13FScore 50/100 — cloning their disclosed top holdings over ~4.6y returned +4%/yr vs S&P +11%/yr (alpha -7%/yr), ahead of the market in 47% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Conviction | Business |
|---|
| Magnum Ice Cream Co NV | 0.1% | $3,603,578 | Med | Magnum Ice Cream — Unilever ice cream spinoff |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| none |
Top holdings now