Nelson Peltz's portfolio — Trian Fund Management

Activist who takes board seats at large consumer and industrial companies.

Trian Fund Management's 13F filing for Q2 2026 lists 8 stocks worth $4.23B, led by GE, JHG, SOLV. That quarter it opened 0 new positions, added to 1, reduced 2 and sold out of 0.

Top holdings, Q2 2026

1. GE GE AEROSPACE — $1.51B (35.6% of the portfolio)
2. JHG Janus Henderson Group Plc — $1.33B (31.5% of the portfolio)
3. SOLV SOLVENTUM CORP — $635M (15.0% of the portfolio)
4. Ferguson PLC — $258M (6.1% of the portfolio)
5. WEN WENDYS CO — $253M (6.0% of the portfolio)
6. GEHC GE HEALTHCARE TECHNOLOGIES I — $197M (4.7% of the portfolio)
7. IVZ INVESCO LTD — $42.9M (1.0% of the portfolio)
8. MICC MAGNUM ICE CREAM CO NV — $4.20M (0.1% of the portfolio)

Every position in Trian Fund Management's 13F filing · All famous investors · What they hold in common