Nelson Peltz — Trian Fund Management, L.P.

Nelson PeltzTrian Fund Management, L.P.

13F portfolio as reported for Q2 2026 · total reported value $4.23B · source: public SEC filings

Top 8 reported holdings
TickerCompanyShares Reported valuePortfolio weight
GEGE Aerospace4,030,765$1.51B35.6%
JHGJanus Henderson Group plc25,654,382$1.33B31.5%
SOLVSolventum Corporation8,236,753$635.5M15.0%
FERGFerguson plc1,086,357$257.8M6.1%
WENThe Wendy's Company30,468,434$252.6M6.0%
GEHCGE HealthCare Technologies Inc.3,085,344$197.5M4.7%
IVZInvesco Ltd.1,625,472$42.9M1.0%
MICCThe Magnum Ice Cream Company N.V.241,042$4.2M0.1%

13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.