Nelson Peltz — Holdings
8 positions · AUM $3.9B
| Ticker | Company | Value | Weight | Mkt Cap | P/E | EV/FCF | ROIC | Rev 5Y | FCF M% | Gross M% | Day % |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JHG | Janus Henderson Group | 1.6B | 42.41% | $5.5B | 9.9x | 6.0x | 16.0% | — | — | — | — |
| GE | GE Aerospace | 1.1B | 29.63% | $222.8B | 37.2x | 31.8x | 22.2% | -4.6% | 15.8% | — | — |
| SOLV | Solventum Corp | 538M | 13.93% | $11.6B | 8.7x | -1572.9x | 15.4% | — | -0.1% | 53.5% | — |
| FERG | Ferguson Enterprises Inc. | 253M | 6.57% | $34.6B | 24.0x | 23.8x | 18.5% | — | 5.2% | 30.7% | — |
| WEN | Wendy's Co. | 212M | 5.48% | — | — | — | 5.7% | 4.7% | 11.1% | — | — |
| IVZ | Invesco Ltd | 72M | 1.87% | $6.4B | -16.9x | 5.0x | -1.2% | 0.7% | 22.6% | — | — |
| MICC | Magnum Ice Cream Co NV | 4M | 0.09% | — | — | — | — | — | — | — | — |
| GEHC | GE HealthCare Technologies Inc. | 288K | 0.01% | — | 14.1x | 23.2x | 10.2% | — | 7.3% | 40.0% | — |