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Focused investors/Nelson Peltz

Nelson Peltz - Trian Fund Management

As of Q1 2026, this manager reported 8 long-equity positions worth $3.86B in aggregate.

As of Q1 2026, Nelson Peltz's Trian Fund Management held 8 long-equity positions with a reported value of $3.86B.

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All activity

This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
MICCMagnum Ice Cream Co NVNew0.09%241,042$3.6M$14.95$14.44 - $19.93(9%)$15.50 -> $14.95
WENWendys Co.Add +0.0%5.48%30,446,022$211.6M$6.95$6.67 - $8.73(14%)$8.17 -> $6.95