Trian Fund Management (Nelson Peltz)
What Trian Fund Management (Nelson Peltz) held at the end of Q2 2026, from its 13F filed on 2026-08-12, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$4.23B
Q2 2026
Positions
8
shares, no options
Top 10
100%
of the portfolio
Changes
+1 / −2
0 new, 0 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| GEGE Aerospace | 35.61% | 4,030,765 | $1.51B | Unchanged |
| Janus Henderson Group plc · ORD SHS | 31.53% | 25,654,382 | $1.33B | Reduced 19% |
| SOLVSolventum Corporation · COM SHS | 15.02% | 8,236,753 | $635.47M | Unchanged |
| Ferguson Plc New · SHS | 6.09% | 1,086,357 | $257.83M | Unchanged |
| WENWendys Co. | 5.97% | 30,468,434 | $252.58M | Unchanged |
| GEHCGE HealthCare Technologies Inc. | 4.67% | 3,085,344 | $197.49M | Added 76194% |
| IVZInvesco Ltd. · SHS | 1.01% | 1,625,472 | $42.90M | Reduced 45% |
| MICCMagnum Ice Cream Co NV · ORD SHS | 0.10% | 241,042 | $4.20M | Unchanged |
Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 8 positions | $4.23B | 2026-08-12 |
| 2026-03-31 | 8 positions | $3.86B | 2026-05-15 |
| 2025-12-31 | 7 positions | $3.98B | 2026-02-17 |
| 2025-09-30 | 7 positions | $4.11B | 2025-11-14 |
| 2025-06-30 | 10 positions | $3.79B | 2025-08-14 |
| 2025-03-31 | 10 positions | $3.74B | 2025-05-15 |
| 2024-12-31 | 10 positions | $3.88B | 2025-02-14 |
| 2024-09-30 | 10 positions | $3.89B | 2024-11-13 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.