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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Updated 2026-05-10 from SEC 13F data.
Live quotes available for 8 of 10 rows. Rows without a quote are marked unavailable.
| 1 | DIS | The Walt Disney Company | 40.52% | Add +411.6% | 32,868,307 | $2.66B | $81.05 | |
| 2 | FERG | Ferguson Plc New | 13.55% | Reduce -1.4% | 5,415,218 | $890.64M | $164.47 | |
| 3 | JHG | Janus Henderson Group plc | 12.52% | - | 31,867,800 | $822.83M | $25.82 | |
| 4 | WEN | Wendys Co. | 10.35% | Add +60.9% | 33,350,743 | $680.69M | $20.41 | |
| 5 | IVZ | Invesco Ltd. | 7.50% | - | 33,940,096 | $492.81M | $14.52 | |
| 6 | GE | General Electric Co. | 6.78% | Add +0.0% | 4,029,840 | $445.5M | $110.55 | |
| 7 | - | The Allstate CorporationCUSIP 200021014 | 6.17% | New | 3,643,618 | $405.94M | No quote | No quote |
| 8 | GEHC | GE HealthCare Technologies Inc. | 1.39% | - | 1,342,830 | $91.37M | $68.04 | |
| 9 | SYY | Sysco Corporation | 1.23% | New | 1,223,500 | $80.81M | $66.05 | |
| 10 | MDLZ | Mondelez Intl Inc. | - | Sold | 0 | $0 | No quote | No quote |