Nelson Peltz – Top 10 Holdings – Latest 13F

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

SYM	STOCK	VALUE ($000)	%	SHARES
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