Nelson Peltz's Portfolio

Trian Fund Management 13F holdings

What is Nelson Peltz's portfolio?

Trian Fund Management has disclosed a total of 8 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $3,859,778,188.

What stocks does Nelson Peltz own?

In Nelson Peltz's portfolio as of 31 Mar 2026, the top 5 holdings are (JHG) JANUS HENDERSON GROUP PLC (42.41%), (GE) GENERAL ELECTRIC CO (29.63%), (SOLV) SOLVENTUM CORP (13.93%), (FERG) FERGUSON PLC (6.57%) and (WEN) WENDY'S CO/THE (5.48%).

To see the historical data of Trian Fund Management's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Trian Fund Management's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $3,859M+
Period: 2026 Q1
Number of stock: 8
Update: 15 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
FERG
FERGUSON PLC
6.57%
1,086,357
$233.26
1.58% $229.58
$253,403,634
GEHCV
GE HEALTHCARE INC-W/I
0.01%
4,044
$71.18
-
$287,852
GE
GENERAL ELECTRIC CO
29.63%
4,030,765
$283.77
-
$1,143,810,184
IVZ
INVESCO LTD
1.87%
2,970,944
$24.29
12.60% $27.35
$72,164,230
JHG
JANUS HENDERSON GROUP PLC
42.41%
31,867,800
$51.37
0.76% $51.76
$1,637,048,886
MICC
MAGNUM ICE CREAM CO NV/THE
0.09%
241,042
$14.95
14.18% $17.07
$3,603,578
buy
+0.09%
SOLV
SOLVENTUM CORP
13.94%
8,236,753
$65.30
24.06% $81.01
$537,859,971
WEN
WENDY'S CO/THE
5.48%
30,446,022
$6.95
3.45% $6.71
$211,599,853
+0.02% (+5,704)
+0.00%
8 of 8

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.