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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 3.51 SEC
2018   Q4 8,580,717 3.51 Reduce 28.71% 1.45 $37.78 $324,179,000 SEC
2018   Q3 12,036,582 5.05 Reduce 12.39% 0.71 $43.35 $521,786,000 SEC
2018   Q2 13,739,444 5.76 Reduce 10.85% 1.15 $42.08 $578,156,000 SEC
2018   Q1 15,411,582 10.59 Reduce 0.00% <0.01 $68.13 $1,049,991,000 SEC
2017   Q4 15,411,807 9.21 Add 1.39% 0.13 $70.62 $1,088,382,000 SEC
2017   Q3 15,200,931 8.53 $67.96 $1,033,055,000 SEC
2017   Q2 15,200,931 7.62 Add 6.02% 0.43 $66.54 $1,011,470,000 SEC
2017   Q1 14,338,162 6.75 Add 0.01% <0.01 $62.78 $900,150,000 SEC
2016   Q4 14,337,040 7.25 Buy 7.25 $56.07 $803,878,000 SEC