Nelson Peltz portfolio
Every US-listed position Trian Fund Management reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-12. 8 positions at the quarter end, with none opened or closed during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| GE | General Electric Co | 35.61% | $1.51B | 4,030,765 | - |
| JHG | Janus Henderson Group plc | 31.53% | $1.33B | 25,654,382 | Trimmed |
| SOLV | Solventum Corp | 15.02% | $635.47M | 8,236,753 | - |
| - | Ferguson Plc New | 6.09% | $257.83M | 1,086,357 | - |
| WEN | Wendy's Co | 5.97% | $252.58M | 30,468,434 | Added |
| GEHC | GE HealthCare Technologies Inc. | 4.67% | $197.49M | 3,085,344 | Added |
| IVZ | Invesco Ltd. | 1.01% | $42.90M | 1,625,472 | Trimmed |
| MICC | Magnum Ice Cream Co N.V. | 0.10% | $4.20M | 241,042 | - |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Trimmed | JHG | Janus Henderson Group plc | -6,213,418 | $1.33B |
| Added | WEN | Wendy's Co | +22,412 | $252.58M |
| Added | GEHC | GE HealthCare Technologies Inc. | +3,081,300 | $197.49M |
| Trimmed | IVZ | Invesco Ltd. | -1,345,472 | $42.90M |
Other investors
Guy SpierLi LuValley Forge CapitalJohn PaulsonClifford SosinAltaRock PartnersGreg AlexanderGlenn Welling