Nelson Peltz - Trian Fund Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $3,859,778,188
Holdings Activity Buys Sells    History
Holding/activity history for  Pentair plc (PNR)
← All PNR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 3.51 $37.32–45.70 · VW $40.67i SEC
2018   Q4 8,580,717 3.51 Reduce 28.71% 1.45 $35.30–43.78 · VW $40.09i $324,179,000 SEC
2018   Q3 12,036,582 5.05 Reduce 12.39% 0.71 $36.06–46.00 · VW $40.74i $521,786,000 SEC
2018   Q2 13,739,444 5.76 Reduce 40.13% 4.25 $41.28–46.93 · VW $44.29i $578,156,000 SEC
2018   Q1 22,947,846 10.59 Reduce 0.00% <0.01 $43.53–49.07 · VW $45.93i $1,049,991,000 SEC
2017   Q4 22,948,181 9.21 Add 1.39% 0.13 $45.18–50.26 · VW $47.82i $1,088,382,000 SEC
2017   Q3 22,634,186 8.53 $45.64 $1,033,055,000 SEC
2017   Q2 22,634,186 7.62 Add 6.02% 0.43 $41.69–46.36 · VW $43.47i $1,011,470,000 SEC
2017   Q1 21,349,523 6.75 Add 0.01% <0.01 $38.58–44.10 · VW $42.00i $900,150,000 SEC
2016   Q4 21,347,853 7.25 Buy 7.25 $36.13–41.55 · VW $39.02i $803,878,000 SEC
Price snapshot:
Current price$76.53
52-week low$69.93
52-week high$113.06