Historical position

Nelson Peltz’s Allegion Plc (ALLE) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Trian Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2013Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares3.99MHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Trian Fund Management first reported Allegion Plc in Q4 2013. The reported position was reduced across later filings. Verified positive position history runs through Q1 2015. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2015
Sold the entire position−1.66M shares · No shares reported at quarter-end
Q2 2014
Sold 44.0% of the position−1.30M shares · 1.66M shares remained
Filing context

Quarter-end price $56.68 · Estimated holding basis $44.19

Q1 2014
Sold 25.9% of the position−1.04M shares · 2.96M shares remained
Filing context

Quarter-end price $52.17 · Estimated holding basis $44.19

Q4 2013
New position+3.99M shares · 3.99M shares reported
Filing context

Quarter-end price $44.19 · Estimated holding basis $44.19

3 unchanged quarters are collapsed by default.

Portfolio importance

How important was Allegion Plc in Trian Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.2%Q1 2015
Last reported rank#8of 10 reported positions
Peak portfolio weight3.0%Q4 2013
Best historical rank#8Q1 2015
At peak importanceQ4 2013
ALLE
3.0%
Largest holding
24.7%
Cross-investor discovery

Who else owns Allegion Plc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
ALLE0.1% of reported portfolio
Explore Allegion Plc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$152.812026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

This tracker follows Trian Fund Management, L.P.’s Form 13F disclosures—not Nelson Peltz’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.