Nelson Peltz
Trian Fund Managementas of 2026 Q2· $4.23B portfolio · 8 positions
Portfolio value · last 8 quarters · $3.89B → $4.23B
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| GE | $1.51B | 35.6% | Hold |
| Janus Henderson Group plc | $1.33B | 31.5% | Trim -19% |
| SOLV | $635.47M | 15.0% | Hold |
| Ferguson Plc New | $257.83M | 6.1% | Hold |
| WEN | $252.58M | 6.0% | Hold |
| GEHC | $197.49M | 4.7% | Add +76194% |
| Invesco Ltd. | $42.90M | 1.0% | Trim -45% |
| Magnum Ice Cream Co NV | $4.20M | 0.1% | Hold |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.