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home / news releases / FERG - Tracking Nelson Peltz's Trian Fund Management Portfolio - Q1 2022 Update

FERG - Tracking Nelson Peltz's Trian Fund Management Portfolio - Q1 2022 Update

Ferguson plc
  • Nelson Peltz’s 13F portfolio value decreased from $7.46B to $5.97B this quarter. The number of positions decreased from 9 to 8.
  • Trian Fund Management eliminated Comcast during the quarter.
  • The top three positions are Ferguson PLC, Invesco Ltd, and Janus Henderson Group plc. They add up to ~68% of the portfolio.

For further details see:

Tracking Nelson Peltz's Trian Fund Management Portfolio - Q1 2022 Update
Stock Information
Company Name: Ferguson plc
Stock Symbol: FERG
Market: NYSE
Website: fergusonplc.com
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