Top 4 Stock Picks of Nelson Peltz’s Trian Partners

In this article, we discuss the top 4 stock picks of Nelson Peltz’s Trian Partners. If you want our detailed analysis of these stocks, go directly to the Top 9 Stock Picks of Nelson Peltz’s Trian Partners. 

4. Janus Henderson Group plc (NYSE:JHG)

Trian Partners’ Stake Value: $979,617,000

Percentage of Trian Partners’ 13F Portfolio: 12.17%

Number of Hedge Fund Holders: 24

Janus Henderson Group plc (NYSE:JHG), a publicly listed global asset management firm, is a top stock pick of Nelson Peltz as of September this year. Peltz’s Trian Partners holds 23.7 million shares in Janus Henderson Group plc (NYSE:JHG), worth $979.6 million, which represents 12.17% of the firm’s Q3 portfolio. 

Janus Henderson Group plc (NYSE:JHG) on October 28 posted its Q3 results. EPS in the period came in at $1.16, beating estimates by $0.17. The $687.40 million revenue failed to meet analysts’ expected revenue by -$2.5 million. 

At the end of the third quarter, 24 hedge funds in Insider Monkey’s database of elite funds were bullish on Janus Henderson Group plc (NYSE:JHG), up from 22 funds in the preceding quarter. The total stakes held by these hedge funds amounted to $1.37 billion. One of the prominent Janus Henderson Group plc (NYSE:JHG) stakeholders is Ariel Investments, holding a $132.9 million position in the company.