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 2026-05-30 from SEC 13F data.
Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | JHG | Janus Henderson Group plc | 32.64% | - | 31,867,800 | $1.24B | $38.84 | |
| 2 | GE | GE Aerospace | 27.36% | - | 4,030,213 | $1.04B | $257.39 | |
| 3 | SOLV | Solventum Corporation | 16.93% | - | 8,462,819 | $641.82M | $75.84 | |
| 4 | WEN | Wendys Co. | 9.17% | Add +0.0% | 30,434,794 | $347.57M | $11.42 | |
| 5 | FERG | Ferguson Plc New | 6.24% | Add +7.7% | 1,086,357 | $236.55M | $217.75 | |
| 6 | IVZ | Invesco Ltd. | 6.08% | Reduce -36.9% | 14,628,455 | $230.69M | $15.77 | |
| 7 | UHAL | U-Haul Holding Company | 0.56% | Reduce -45.8% | 353,335 | $21.4M | $60.56 | |
| 8 | - | The Allstate CorporationCUSIP 200021014 | 0.53% | Reduce -68.5% | 99,955 | $20.12M | No quote | No quote |
| 9 | UHAL-B | U-Haul Holding Company - B | 0.48% | Reduce -69.9% | 338,031 | $18.38M | $54.37 | |
| 10 | GEHC | GE HealthCare Technologies Inc. | 0.01% | - | 4,029 | $298.43K | $74.07 |