Nelson Peltz portfolio
Trian Fund Management · 13F for Q2 2026, filed Aug 12, 2026
Trian Fund Management, Nelson Peltz's firm, reported 8 positions worth $4.2B as of Jun 30, 2026. The largest were General Electric Co (35.6%), Janus Henderson Group PLC (31.5%) and Solventum Corp (15.0%). Against Q1 2026: 0 new, 2 added to, 2 reduced, 0 sold out.
The filing on sec.gov · Every fund · What a 13F shows
- Reported value
- $4.2Bas of Jun 30
- Positions
- 80 new, 0 sold out
- Largest position
- GE35.6% of the portfolio
- Top 10 positions
- 100%of reported value
What Nelson Peltz bought
Q2 2026 against Q1 2026| Position | Change | Value |
|---|---|---|
| GEHCGE HealthCare Technologies Inc. | +76,194% | $197M |
| WENWendy's Co | +0.1% | $186K |
GEHCGE HealthCare Technologies Inc.
WENWendy's CoWhat Nelson Peltz sold
Q2 2026 against Q1 2026| Position | Change | Value |
|---|---|---|
| Janus Henderson Group PLC | −19.5% | $323M |
| IVZInvesco Ltd. | −45.3% | $35.5M |
IVZInvesco Ltd.Every position, largest first
8 positions, Q2 2026| Position | Portfolio | Value | Change |
|---|---|---|---|
| GEGeneral Electric Co | 35.6% | $1.5B | No change |
| Janus Henderson Group PLC | 31.5% | $1.3B | −19.5% |
| SOLVSolventum Corp | 15.0% | $635M | No change |
| Ferguson PLC | 6.09% | $258M | No change |
| WENWendy's Co | 5.97% | $253M | +0.1% |
| GEHCGE HealthCare Technologies Inc. | 4.67% | $197M | +76,194% |
| IVZInvesco Ltd. | 1.01% | $42.9M | −45.3% |
| MICCMagnum Ice Cream Co N.V. | 0.10% | $4.2M | No change |
GEGeneral Electric Co
SOLVSolventum Corp
MICCMagnum Ice Cream Co N.V.What a 13F shows
This is Trian Fund Management’s Form 13F for the quarter ended Jun 30, 2026, filed with the SEC on Aug 12, 2026 as TRIAN FUND MANAGEMENT, L.P.. A 13F lists long positions in US-listed securities on the quarter’s last day: shares, convertible bonds, puts and calls. It does not list short positions, cash, private holdings or most securities listed abroad, and a position may have changed since.
Options are shown as options, never added to the shares of the stock they are written on. A change is the share count against the fund's filing for Q1 2026; the estimated value of a change uses the price the filing's own figures imply. Where a count moved with a stock split, no change is shown.