Nelson Peltz – Top 10 Holdings – Latest 13F

Johnny HopkinsNelson PeltzLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at superinvestor Nelson Peltz (12-31-2022). The current market value of his portfolio is $4,873,775,861 with a top 10 holdings concentration of 100%.

Top 10 Holdings

FERG Ferguson Plc New 1,424,372 29% 11,218,181
IVZ Invesco Ltd. 1,003,097 21% 55,758,634
DIS The Walt Disney Company 784,509 16% 9,029,800
JHG Janus Henderson Group plc 749,530 15% 31,867,800
WEN Wendys Co. 573,293 12% 25,333,339
GE General Electric Co. 337,547 6.90% 4,028,491
MDLZ Mondelez International Inc. 1,078 0.00% 16,239
SYY Sysco Corp. 347 0.00% 4,540

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