Nelson Peltz
Trian Fund Management · 13F for the quarter to 30 June 2026, filed 12 August 2026
- Portfolio
- $4.2B
- Stocks
- 8
- Largest
- GE
Portfolio
As of 30 June 2026. The change is in shares, against the 13F for 31 March 2026; a stock split is taken out. Read the 13F
| Stock | Weight | Value | Shares | Change |
|---|---|---|---|---|
 GEGE Aerospace | 36% | $1.5B | 4,030,765 | Unchanged |
| Janus Henderson Group plc | 32% | $1.3B | 25,654,382 | -20% |
 SOLVSolventum Corporation | 15% | $635.5M | 8,236,753 | Unchanged |
| Ferguson Plc New | 6.1% | $257.8M | 1,086,357 | Unchanged |
 WENWendys Co. | 6.0% | $252.6M | 30,468,434 | Unchanged |
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Moves since the 13F
Form 4 trades in companies where the firm is an insider, and Schedules 13D and 13G, filed once a stake passes 5%.
Nothing filed since the 13F.
Source: Form 13F, Form 4 and Schedules 13D and 13G filed with the SEC. A 13F lists US-listed shares only (no short positions, no cash, no holdings abroad); options and bonds are left out here. Values are at the quarter's end, as the firm reported them. Super investor portfolios