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home / news releases / JHG - Tracking Nelson Peltz's Trian Fund Management Portfolio - Q4 2020 Update

JHG - Tracking Nelson Peltz's Trian Fund Management Portfolio - Q4 2020 Update

Janus Henderson Group plc
  • Nelson Peltz’s 13F portfolio value increased from $6.05B to $6.76B this quarter. The number of positions decreased from 9 to 8.
  • Trian Fund Management increased Comcast while reducing Sysco, Procter & Gamble, and Janus Henderson Group plc.
  • The top three positions are Sysco Corporation, Procter & Gamble, and Comcast, and they add up to ~58% of the portfolio.

For further details see:

Tracking Nelson Peltz's Trian Fund Management Portfolio - Q4 2020 Update
Stock Information
Company Name: Janus Henderson Group plc
Stock Symbol: JHG
Market: NYSE
Website: janushenderson.com
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