Superinvestors / Trian Fund Management
Nelson Peltz
Trian Fund Management
Constructive activist; concentrated operational value
This quarter
Positions held steady are not reported as moves, so they are absent from these counts.
Portfolio
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| GE | GE AEROSPACE· COM NEWUNCHANGED | 35.61% | $373.73 | $1.51B | 4.0M |
| — | JANUS HENDERSON GROUP PLC· ORD SHSDECREASED -19.5% | 31.53% | $52.00 | $1.33B | 25.7M |
| SOLV | SOLVENTUM CORP· COM SHSUNCHANGED | 15.02% | $77.15 | $635.47M | 8.2M |
| — | FERGUSON PLC· COMMON STOCK-FOUNCHANGED | 6.09% | $237.33 | $257.83M | 1.1M |
| WEN | WENDYS COINCREASED | 5.97% | $8.29 | $252.58M | 30.5M |
| GEHC | GE HEALTHCARE TECHNOLOGIES IINCREASED +76194.4% | 4.67% | $64.01 | $197.49M | 3.1M |
| IVZ | INVESCO LTDDECREASED -45.3% | 1.01% | $26.39 | $42.90M | 1.6M |
| MICC | MAGNUM ICE CREAM CO NV· ORD SHSUNCHANGED | 0.10% | $17.41 | $4.20M | 241.0K |
Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.
The top 10 positions are 100.0% of the reported portfolio, across 8 positions.
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See more of Nelson Peltz's portfolio
More of Nelson Peltz's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.
Sign in free