Historical position

Nelson Peltz’s Pentair Plc (PNR) 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 2016Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares15.41MHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

Trian Fund Management first reported Pentair Plc in Q4 2016. The reported position was increased and reduced across later filings. Verified positive position history runs through Q4 2018. 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.

Q1 2019
Sold the entire position−8.58M shares · No shares reported at quarter-end
Q4 2018
Sold 28.7% of the position−3.46M shares · 8.58M shares remained
Filing context

Quarter-end price $37.78 · Estimated holding basis $56.86

Q3 2018
Sold 12.4% of the position−1.70M shares · 12.04M shares remained
Filing context

Quarter-end price $43.35 · Estimated holding basis $56.86

Q2 2018
Sold 10.8% of the position−1.67M shares · 13.74M shares remained
Filing context

Quarter-end price $42.08 · Estimated holding basis $56.86

Q1 2018
Sold 0.001% of the position−225 shares · 15.41M shares remained
Filing context

Quarter-end price $68.13 · Estimated holding basis $56.86

Q4 2017
Bought 1.4% more+210.88K shares · 15.41M shares reported after the change
Filing context

Quarter-end price $70.62 · Estimated holding basis $56.86

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Pentair 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 weight3.5%Q4 2018
Last reported rank#9of 9 reported positions
Peak portfolio weight10.6%Q1 2018
Best historical rank#3Q1 2018
At peak importanceQ1 2018
PNR
10.6%
Largest holding
30.3%
Cross-investor discovery

Who else owns Pentair Plc?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
PNR0.0% of reported portfolio
Ray DalioBridgewater Associates, LP
PNR0.0% of reported portfolio
Explore Pentair 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$56.582026-09-15

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.